CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.7M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$363K
3
+$297K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$255K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$249K

Top Sells

1
+$325K
2
+$320K
3
+$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$285K
5
NVDA icon
NVIDIA
NVDA
+$199K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.81K 0.01%
68
-30
152
$9.68K 0.01%
800
153
$9.07K 0.01%
38
+21
154
$8.4K 0.01%
80
155
$8.04K 0.01%
229
+2
156
$7.97K 0.01%
10
157
$7.91K 0.01%
+324
158
$7.51K 0.01%
599
-41
159
$7.13K 0.01%
67
160
$5.68K 0.01%
136
-234
161
$5.19K 0.01%
74
+2
162
$4.94K 0.01%
93
+2
163
$4.76K 0.01%
24
+2
164
$4.63K 0.01%
39
165
$4.52K 0.01%
213
+1
166
$4.11K 0.01%
+134
167
$4.03K 0.01%
35
168
$3.83K 0.01%
3
169
$3.82K 0.01%
100
170
$3.63K ﹤0.01%
51
-23
171
$3.54K ﹤0.01%
7
172
$3.3K ﹤0.01%
116
+2
173
$2.96K ﹤0.01%
398
174
$2.75K ﹤0.01%
32
175
$2.66K ﹤0.01%
11
5 6
7
8 9