CIR
Clear Investment Research Portfolio holdings
AUM $74.9M
This Quarter Return
-1.6%
1 Year Return
+3.57%
3 Year Return
+15.94%
5 Year Return
+80.18%
10 Year Return
+73.54%
AUM
$74.9M
AUM Growth
-$2.82M (-4%)
Cap. Flow
+$647K
Cap. Flow % of AUM
0.86%
Top 10 Holdings %Top 10 Hldgs %
54.29%
Holding
233
New
4
Increased
64
Reduced
51
Closed
3
Top Buys
| 1 | $279K | |
| 2 | $220K | |
| 3 | $137K | |
| 4 | $105K | |
| 5 | $82.5K |
Top Sells
| 1 | $194K | |
| 2 | $156K | |
| 3 | $68.1K | |
| 4 | $41K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.36K | ﹤0.01% | 217 +1 | +0.5% | +$15 | |||
| $3.32K | ﹤0.01% | 100 | – | – | |||
| $3.29K | ﹤0.01% | 28 +19 | +211% | +$2.24K | |||
| $3.21K | ﹤0.01% | 120 +2 | +2% | +$54 | |||
| $3.11K | ﹤0.01% | 11 | – | – | |||
| $3K | ﹤0.01% | 11 -4 | -27% | -$1.09K | |||
| $2.96K | ﹤0.01% | 100 | – | – | |||
| $2.84K | ﹤0.01% | 11 | – | – | |||
| $2.78K | ﹤0.01% | 12 -2 | -14% | -$463 | |||
| $2.7K | ﹤0.01% | 37 +3 | +9% | +$219 | |||
| $2.51K | ﹤0.01% | 21 -15 | -42% | -$1.79K | |||
| $2.18K | ﹤0.01% | 12 | – | – | |||
| $2.16K | ﹤0.01% | 8 +1 | +14% | +$270 | |||
| $2.16K | ﹤0.01% | 248 | – | – | |||
| $2.05K | ﹤0.01% | 167 | – | – | |||
| $2.01K | ﹤0.01% | 29 | – | – | |||
| $1.93K | ﹤0.01% | 68 +29 | +74% | +$822 | |||
| $1.92K | ﹤0.01% | 17 | – | – | |||
| $1.78K | ﹤0.01% | 51 | – | – | |||
| $1.77K | ﹤0.01% | 33 | – | – | |||
| $1.59K | ﹤0.01% | 2 | – | – | |||
| $1.53K | ﹤0.01% | 7 | – | – | |||
| $1.51K | ﹤0.01% | 42 | – | – | |||
| $1.46K | ﹤0.01% | 12 +1 | +9% | +$122 | |||
| $1.23K | ﹤0.01% | 51 +1 | +2% | +$24 |
