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
$77.7M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$216K
3
+$209K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145K
5
PLTR icon
Palantir
PLTR
+$93.2K

Top Sells

1
+$175K
2
+$118K
3
+$116K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$58.7K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.9K

Sector Composition

1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.7K 0.02%
200
152
$13.6K 0.02%
413
+1
153
$13.5K 0.02%
253
154
$13.3K 0.02%
176
155
$13.3K 0.02%
180
156
$13.1K 0.02%
58
157
$10.1K 0.01%
43
+3
158
$9.38K 0.01%
+9
159
$9.14K 0.01%
80
160
$8.76K 0.01%
134
161
$8.07K 0.01%
67
162
$7.89K 0.01%
325
-12
163
$7.61K 0.01%
233
+2
164
$7.46K 0.01%
800
165
$6.33K 0.01%
103
166
$5.88K 0.01%
125
167
$5.72K 0.01%
137
168
$4.92K 0.01%
94
+1
169
$4.85K 0.01%
38
-1
170
$4.84K 0.01%
95
171
$4.63K 0.01%
30
+6
172
$4.62K 0.01%
216
+2
173
$4.25K 0.01%
36
+1
174
$4.21K 0.01%
11
175
$4.21K 0.01%
398
5 6
7
8 9