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
$76.7M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$363K
3
+$297K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$255K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$249K

Top Sells

1
+$325K
2
+$320K
3
+$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$285K
5
NVDA icon
NVIDIA
NVDA
+$199K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.64K ﹤0.01%
248
177
$2.56K ﹤0.01%
12
+3
178
$2.32K ﹤0.01%
13
179
$2.16K ﹤0.01%
167
180
$1.9K ﹤0.01%
12
181
$1.73K ﹤0.01%
10
182
$1.7K ﹤0.01%
10
183
$1.62K ﹤0.01%
7
184
$1.45K ﹤0.01%
42
185
$1.21K ﹤0.01%
8
186
$1.08K ﹤0.01%
10
187
$1.02K ﹤0.01%
14
-20
188
$907 ﹤0.01%
49
189
$901 ﹤0.01%
23
190
$864 ﹤0.01%
9
-94
191
$599 ﹤0.01%
32
192
$550 ﹤0.01%
10
193
$517 ﹤0.01%
4
-2,474
194
$479 ﹤0.01%
10
195
$464 ﹤0.01%
6
196
$444 ﹤0.01%
2
197
$343 ﹤0.01%
6
+2
198
$297 ﹤0.01%
10
199
$279 ﹤0.01%
14
200
$206 ﹤0.01%
3
5 6 7
8
9