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
$57.7M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$136K
3
+$104K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$94.5K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$92K

Top Sells

1
+$276K
2
+$70.6K
3
+$47.2K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$33.2K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$30.6K

Sector Composition

1 Consumer Discretionary 10.66%
2 Technology 7.69%
3 Healthcare 3.77%
4 Financials 1.83%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$943 ﹤0.01%
21
-2
177
$938 ﹤0.01%
8
178
$915 ﹤0.01%
6
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$704 ﹤0.01%
19
+9
180
$629 ﹤0.01%
10
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10
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6
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+3
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$411 ﹤0.01%
74
+11
185
$305 ﹤0.01%
14
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$269 ﹤0.01%
10
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30
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3
-1
191
$137 ﹤0.01%
10
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$96 ﹤0.01%
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$68 ﹤0.01%
+1
197
$51 ﹤0.01%
+10
198
– –
0
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$19 ﹤0.01%
1
200
$16 ﹤0.01%
1
5 6 7
8
9