CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$451K
3
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

1
+$765K
2
+$458K
3
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.4K 0.02%
102
152
$16.3K 0.02%
+100
153
$15.4K 0.02%
105
154
$14.9K 0.02%
822
+15
155
$14.6K 0.02%
253
156
$14.3K 0.02%
416
+2
157
$13.4K 0.02%
60
158
$12K 0.02%
134
159
$11.4K 0.01%
42
160
$11K 0.01%
80
161
$10.3K 0.01%
200
162
$9.64K 0.01%
9
163
$9.18K 0.01%
800
164
$8.81K 0.01%
67
165
$7.91K 0.01%
+200
166
$6.74K 0.01%
117
+5
167
$6.55K 0.01%
32
168
$6.15K 0.01%
33
169
$5.83K 0.01%
95
+1
170
$5.81K 0.01%
237
+2
171
$5.7K 0.01%
137
172
$5.51K 0.01%
24
173
$5.44K 0.01%
28
174
$5.07K 0.01%
38
175
$4.99K 0.01%
100
5 6
7
8 9