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
$77.7M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$216K
3
+$209K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145K
5
PLTR icon
Palantir
PLTR
+$93.2K

Top Sells

1
+$175K
2
+$118K
3
+$116K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$58.7K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.9K

Sector Composition

1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.8K ﹤0.01%
52
+1
177
$3.73K ﹤0.01%
61
178
$3.72K ﹤0.01%
100
179
$3.37K ﹤0.01%
15
180
$3.3K ﹤0.01%
118
+1
181
$3.09K ﹤0.01%
248
182
$2.88K ﹤0.01%
11
183
$2.83K ﹤0.01%
14
+2
184
$2.5K ﹤0.01%
29
185
$2.42K ﹤0.01%
+100
186
$2.27K ﹤0.01%
12
187
$2.21K ﹤0.01%
33
+1
188
$2.12K ﹤0.01%
2
189
$2.05K ﹤0.01%
34
190
$1.89K ﹤0.01%
167
191
$1.83K ﹤0.01%
17
192
$1.82K ﹤0.01%
42
193
$1.78K ﹤0.01%
51
194
$1.65K ﹤0.01%
7
195
$1.62K ﹤0.01%
39
196
$1.53K ﹤0.01%
7
197
$1.33K ﹤0.01%
11
198
$1.24K ﹤0.01%
+9
199
$1.08K ﹤0.01%
50
200
$1.05K ﹤0.01%
28
+5
6 7
8
9 10