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
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.8K 0.02%
+41
177
$10.8K 0.02%
+128
178
$10.5K 0.01%
197
179
$10.3K 0.01%
+45
180
$9.18K 0.01%
+74
181
$8.81K 0.01%
+80
182
$8.75K 0.01%
+14
183
$8.55K 0.01%
+26
184
$8.42K 0.01%
+24
185
$8.3K 0.01%
+249
186
$8.09K 0.01%
+41
187
$7.74K 0.01%
+439
188
$7.59K 0.01%
622
+10
189
$7.49K 0.01%
+69
190
$7.39K 0.01%
+18
191
$7.31K 0.01%
+55
192
$6.85K 0.01%
+73
193
$6.78K 0.01%
225
+2
194
$6.78K 0.01%
67
195
$6.63K 0.01%
+44
196
$6.56K 0.01%
8
-1
197
$6.48K 0.01%
+200
198
$6.46K 0.01%
50
199
$6.21K 0.01%
+26
200
$6.05K 0.01%
+21
6 7
8
9 10