CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Sells

1 +$13.5M
2 +$13.3M
3 +$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.41M

Sector Composition

1 Financials 0.81%
2 Healthcare 0.55%
3 Technology 0.52%
4 Industrials 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1K ﹤0.01%
+16
177
$1K ﹤0.01%
+9
178
$1K ﹤0.01%
+3
179
$1K ﹤0.01%
+20
180
$1K ﹤0.01%
+23
181
$1K ﹤0.01%
+24
182
$1K ﹤0.01%
+15
183
$1K ﹤0.01%
+43
184
$1K ﹤0.01%
+8
185
$1K ﹤0.01%
+17
186
$1K ﹤0.01%
+5
187
$1K ﹤0.01%
+8
188
$1K ﹤0.01%
+11
189
$1K ﹤0.01%
+2
190
$1K ﹤0.01%
+3
191
$1K ﹤0.01%
+16
192
$1K ﹤0.01%
+15
193
$1K ﹤0.01%
+15
194
$1K ﹤0.01%
+12
195
$1K ﹤0.01%
+13
196
$1K ﹤0.01%
+5
197
$1K ﹤0.01%
+24
198
$1K ﹤0.01%
+3
199
$1K ﹤0.01%
+14
200
$1K ﹤0.01%
+3