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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.7K 0.02%
253
152
$14.1K 0.02%
180
153
$13.9K 0.02%
105
-23
154
$13K 0.02%
414
+1
155
$12.2K 0.02%
200
156
$12.1K 0.02%
57
-1
157
$10.7K 0.01%
80
158
$10.7K 0.01%
42
-1
159
$8.94K 0.01%
800
160
$8.68K 0.01%
9
161
$8.17K 0.01%
134
162
$7.82K 0.01%
325
163
$7.55K 0.01%
67
164
$6.51K 0.01%
235
+2
165
$5.63K 0.01%
137
166
$5.46K 0.01%
32
-75
167
$5.4K 0.01%
24
-6
168
$5.23K 0.01%
94
169
$5.07K 0.01%
+95
170
$4.96K 0.01%
112
+9
171
$4.9K 0.01%
38
172
$4.43K 0.01%
87
-8
173
$4.27K 0.01%
398
174
$4.26K 0.01%
61
175
$3.78K 0.01%
53
+1
5 6
7
8 9