CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$525K
3
+$313K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$309K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$268K

Top Sells

1
+$650K
2
+$630K
3
+$500K
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$419K

Sector Composition

1 Consumer Discretionary 9.6%
2 Technology 7.78%
3 Healthcare 3.85%
4 Financials 2%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.76K 0.01%
212
+2
177
$3.69K 0.01%
+3
178
$3.61K ﹤0.01%
12
-29
179
$3.58K ﹤0.01%
665
-12
180
$3.48K ﹤0.01%
398
181
$3.46K ﹤0.01%
32
182
$3.46K ﹤0.01%
69
183
$3.4K ﹤0.01%
114
+1
184
$3K ﹤0.01%
11
-61
185
$2.96K ﹤0.01%
248
186
$2.62K ﹤0.01%
34
-7
187
$2.16K ﹤0.01%
167
188
$2.14K ﹤0.01%
13
-8
189
$1.92K ﹤0.01%
9
+3
190
$1.91K ﹤0.01%
10
191
$1.75K ﹤0.01%
12
192
$1.69K ﹤0.01%
42
193
$1.53K ﹤0.01%
7
194
$1.42K ﹤0.01%
10
195
$1.32K ﹤0.01%
8
+1
196
$1.06K ﹤0.01%
49
+1
197
$997 ﹤0.01%
23
-39
198
$980 ﹤0.01%
10
199
$789 ﹤0.01%
11
-8
200
$642 ﹤0.01%
11
-10
6 7
8
9 10