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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.36K ﹤0.01%
217
+1
177
$3.32K ﹤0.01%
100
178
$3.29K ﹤0.01%
28
+19
179
$3.21K ﹤0.01%
120
+2
180
$3.11K ﹤0.01%
11
181
$3K ﹤0.01%
11
-4
182
$2.96K ﹤0.01%
100
183
$2.84K ﹤0.01%
11
184
$2.78K ﹤0.01%
12
-2
185
$2.7K ﹤0.01%
37
+3
186
$2.51K ﹤0.01%
21
-15
187
$2.18K ﹤0.01%
12
188
$2.16K ﹤0.01%
8
+1
189
$2.16K ﹤0.01%
248
190
$2.05K ﹤0.01%
167
191
$2.01K ﹤0.01%
29
192
$1.93K ﹤0.01%
68
+29
193
$1.92K ﹤0.01%
17
194
$1.78K ﹤0.01%
51
195
$1.77K ﹤0.01%
33
196
$1.59K ﹤0.01%
2
197
$1.53K ﹤0.01%
7
198
$1.51K ﹤0.01%
42
199
$1.46K ﹤0.01%
12
+1
200
$1.23K ﹤0.01%
51
+1
6 7
8
9 10