CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$525K
3
+$313K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$309K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$268K

Top Sells

1
+$650K
2
+$630K
3
+$500K
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$419K

Sector Composition

1 Consumer Discretionary 9.6%
2 Technology 7.78%
3 Healthcare 3.85%
4 Financials 2%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.5K 0.02%
25
152
$13.5K 0.02%
249
+7
153
$13K 0.02%
180
154
$12.5K 0.02%
409
+1
155
$12.3K 0.02%
59
-22
156
$9.86K 0.01%
101
-41
157
$9.14K 0.01%
80
158
$8.94K 0.01%
197
159
$8.5K 0.01%
640
+18
160
$8.42K 0.01%
10
+2
161
$6.87K 0.01%
227
+2
162
$6.76K 0.01%
67
163
$6.31K 0.01%
50
164
$6.24K 0.01%
51
165
$6K 0.01%
300
166
$5.12K 0.01%
72
-2
167
$4.89K 0.01%
91
168
$4.78K 0.01%
74
-384
169
$4.73K 0.01%
704
-9
170
$4.72K 0.01%
39
171
$4.54K 0.01%
100
172
$4.42K 0.01%
22
-1
173
$3.94K 0.01%
17
+1
174
$3.92K 0.01%
35
175
$3.89K 0.01%
+7
5 6
7
8 9