CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+7.05%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$51.6M
AUM Growth
+$51.6M
(+8.8%)
Cap. Flow
+$921K
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
56.61%
Holding
194
New
22
Increased
55
Reduced
28
Closed
10
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$960K |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$153K |
| 3 |
Amazon
AMZN
|
$120K |
| 4 |
Microsoft
MSFT
|
$99.5K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$50.9K |
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$261K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$206K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$94.1K |
| 4 |
Tetra Tech
TTEK
|
$39K |
| 5 |
Apple
AAPL
|
$38.9K |
Sector Composition
| 1 | Consumer Discretionary | 11.1% |
| 2 | Technology | 5.78% |
| 3 | Healthcare | 3.62% |
| 4 | Consumer Staples | 2.13% |
| 5 | Financials | 2.03% |
