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
$57.1M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$583K
3
+$341K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$275K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$157K

Top Sells

1
+$171K
2
+$106K
3
+$95.1K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$78.3K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$60K

Sector Composition

1 Consumer Discretionary 13.36%
2 Technology 6.75%
3 Healthcare 3.03%
4 Consumer Staples 1.94%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$261 ﹤0.01%
10
177
$244 ﹤0.01%
30
178
$242 ﹤0.01%
7
179
$238 ﹤0.01%
5,040
180
$188 ﹤0.01%
18
181
$126 ﹤0.01%
4
+1
182
$77 ﹤0.01%
4
183
$68 ﹤0.01%
1
184
$20 ﹤0.01%
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185
$19 ﹤0.01%
+1
186
$11 ﹤0.01%
1
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187
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0
188
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0
189
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190
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191
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192
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194
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195
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4 5 6 7
8