CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$451K
3
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

1
+$765K
2
+$458K
3
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.56K 0.01%
398
177
$4.5K 0.01%
88
+1
178
$4.49K 0.01%
219
+2
179
$4.45K 0.01%
95
180
$4.29K 0.01%
100
181
$4.28K 0.01%
56
-5
182
$4.02K 0.01%
166
-159
183
$3.73K ﹤0.01%
53
184
$3.27K ﹤0.01%
35
-2
185
$2.98K ﹤0.01%
13
+1
186
$2.85K ﹤0.01%
12
+1
187
$2.85K ﹤0.01%
11
188
$2.81K ﹤0.01%
71
+20
189
$2.79K ﹤0.01%
21
190
$2.69K ﹤0.01%
11
191
$2.68K ﹤0.01%
97
+29
192
$2.61K ﹤0.01%
8
193
$2.55K ﹤0.01%
13
-4
194
$2.51K ﹤0.01%
12
195
$2.5K ﹤0.01%
122
+2
196
$2.21K ﹤0.01%
248
197
$2.16K ﹤0.01%
167
198
$2.06K ﹤0.01%
10
199
$2K ﹤0.01%
29
200
$1.84K ﹤0.01%
7
6 7
8
9 10