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
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$2.83M
3
+$2.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$381K

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%
+15
177
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+16
178
$1K ﹤0.01%
+9
179
$1K ﹤0.01%
+3
180
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181
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+23
182
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+24
183
$1K ﹤0.01%
+15
184
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+43
185
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+8
186
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+17
187
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+5
188
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+8
189
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190
$1K ﹤0.01%
+2
191
$1K ﹤0.01%
+3
192
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+15
195
$1K ﹤0.01%
+12
196
$1K ﹤0.01%
+13
197
$1K ﹤0.01%
+5
198
$1K ﹤0.01%
+24
199
$1K ﹤0.01%
+3
200
$1K ﹤0.01%
+14
6 7
8
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