We are live on ! Find out more
CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.1M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$147K
3
+$124K
4
BAC icon
Bank of America
BAC
+$119K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$83.4K

Top Sells

1
+$1.04M
2
+$1.03M
3
+$861K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$714K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$702K

Sector Composition

1 Financials 1.33%
2 Healthcare 0.61%
3 Technology 0.54%
4 Consumer Discretionary 0.36%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
16
177
$1K ﹤0.01%
7
178
$1K ﹤0.01%
6
179
$1K ﹤0.01%
4
180
$1K ﹤0.01%
15
181
$1K ﹤0.01%
3
182
$1K ﹤0.01%
6
183
$1K ﹤0.01%
17
184
$1K ﹤0.01%
7
185
$1K ﹤0.01%
11
186
$1K ﹤0.01%
2
187
$1K ﹤0.01%
20
188
$1K ﹤0.01%
20
189
$1K ﹤0.01%
33
190
$1K ﹤0.01%
23
-1
191
$1K ﹤0.01%
13
192
$1K ﹤0.01%
12
193
$1K ﹤0.01%
7
194
$1K ﹤0.01%
3
195
$1K ﹤0.01%
17
196
$1K ﹤0.01%
18
197
$1K ﹤0.01%
5
198
$1K ﹤0.01%
14
199
$1K ﹤0.01%
4
200
$1K ﹤0.01%
14
6 7
8
9 10