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
$76.9M
AUM Growth
+$174K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$932K
3
+$216K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$124K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$110K

Top Sells

1
+$4.24M
2
+$2.81M
3
+$2.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.34M

Sector Composition

1 Consumer Discretionary 9.62%
2 Technology 9.17%
3 Healthcare 4.1%
4 Financials 2.07%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.3K 0.02%
117
152
$13.3K 0.02%
412
+2
153
$12.5K 0.02%
780
+15
154
$12K 0.02%
58
-3
155
$11.7K 0.02%
180
156
$11.5K 0.01%
68
157
$10.2K 0.01%
40
+2
158
$9.61K 0.01%
133
+59
159
$9.21K 0.01%
80
160
$8.36K 0.01%
67
161
$8.3K 0.01%
231
+2
162
$8.18K 0.01%
337
+13
163
$7.17K 0.01%
800
164
$5.72K 0.01%
24
165
$5.72K 0.01%
137
+1
166
$5.32K 0.01%
93
167
$5.3K 0.01%
501
-98
168
$5.17K 0.01%
+103
169
$5K 0.01%
39
170
$4.9K 0.01%
95
-2,005
171
$4.42K 0.01%
7
172
$4.4K 0.01%
214
+1
173
$4.36K 0.01%
51
174
$4.31K 0.01%
134
175
$4.29K 0.01%
35
5 6
7
8 9