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
$76.9M
AUM Growth
+$174K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$932K
3
+$216K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$124K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$110K

Top Sells

1
+$4.24M
2
+$2.81M
3
+$2.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.34M

Sector Composition

1 Consumer Discretionary 9.62%
2 Technology 9.17%
3 Healthcare 4.1%
4 Financials 2.07%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.28K 0.01%
3
177
$3.92K 0.01%
100
178
$3.82K 0.01%
117
+1
179
$3.61K ﹤0.01%
+61
180
$3.45K ﹤0.01%
+29
181
$3.28K ﹤0.01%
398
182
$3.14K ﹤0.01%
15
+2
183
$2.98K ﹤0.01%
+11
184
$2.96K ﹤0.01%
11
185
$2.88K ﹤0.01%
248
186
$2.61K ﹤0.01%
+39
187
$2.56K ﹤0.01%
34
+20
188
$2.49K ﹤0.01%
12
189
$2.18K ﹤0.01%
12
190
$2.13K ﹤0.01%
32
191
$2.04K ﹤0.01%
+51
192
$1.93K ﹤0.01%
+7
193
$1.85K ﹤0.01%
167
194
$1.79K ﹤0.01%
+2
195
$1.72K ﹤0.01%
7
196
$1.71K ﹤0.01%
10
197
$1.53K ﹤0.01%
42
198
$1.38K ﹤0.01%
+17
199
$1.29K ﹤0.01%
+11
200
$1.17K ﹤0.01%
50
+1
6 7
8
9 10