CIR
Clear Investment Research Portfolio holdings
AUM $74.9M
This Quarter Return
-1.6%
1 Year Return
+3.57%
3 Year Return
+15.94%
5 Year Return
+80.18%
10 Year Return
+73.54%
AUM
$74.9M
AUM Growth
-$2.82M (-4%)
Cap. Flow
+$647K
Cap. Flow % of AUM
0.86%
Top 10 Holdings %Top 10 Hldgs %
54.29%
Holding
233
New
4
Increased
64
Reduced
51
Closed
3
Top Buys
| 1 | $279K | |
| 2 | $220K | |
| 3 | $137K | |
| 4 | $105K | |
| 5 | $82.5K |
Top Sells
| 1 | $194K | |
| 2 | $156K | |
| 3 | $68.1K | |
| 4 | $41K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.03K | ﹤0.01% | 28 | – | – | |||
| $886 | ﹤0.01% | 12 | – | – | |||
| $865 | ﹤0.01% | 3 | – | – | |||
| $630 | ﹤0.01% | 5 +1 | +25% | +$126 | |||
| $625 | ﹤0.01% | 32 | – | – | |||
| $599 | ﹤0.01% | 10 | – | – | |||
| $592 | ﹤0.01% | +100 | New | +$592 | |||
| $577 | ﹤0.01% | 18 +7 | +64% | +$224 | |||
| $571 | ﹤0.01% | 1 | – | – | |||
| $541 | ﹤0.01% | +138 | New | +$541 | |||
| $537 | ﹤0.01% | +8 | New | +$537 | |||
| $517 | ﹤0.01% | 3 | – | – | |||
| $474 | ﹤0.01% | 6 | – | – | |||
| $444 | ﹤0.01% | 10 | – | – | |||
| $441 | ﹤0.01% | 6 +1 | +20% | +$74 | |||
| $404 | ﹤0.01% | 2 | – | – | |||
| $358 | ﹤0.01% | 3 | – | – | |||
| $257 | ﹤0.01% | 3 | – | – | |||
| $249 | ﹤0.01% | 7 | – | – | |||
| $249 | ﹤0.01% | 14 | – | – | |||
| $188 | ﹤0.01% | 30 | – | – | |||
| $100 | ﹤0.01% | 1 | – | – | |||
| $87 | ﹤0.01% | 10 | – | – | |||
| $81 | ﹤0.01% | 4 | – | – | |||
| $19 | ﹤0.01% | 1 | – | – |
