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
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.86M
3
+$2.79M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.24M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$368K

Top Sells

1
+$13.3M
2
+$13.3M
3
+$12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.81M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.33M

Sector Composition

1 Financials 0.81%
2 Healthcare 0.55%
3 Technology 0.52%
4 Industrials 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
+3
202
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+7
203
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+6
204
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+9
205
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206
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207
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+3
208
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209
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210
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+24
211
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212
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213
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214
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215
$1K ﹤0.01%
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216
$1K ﹤0.01%
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217
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218
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220
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+3
221
$1K ﹤0.01%
+193
222
$1K ﹤0.01%
+20
223
$0 ﹤0.01%
+3
224
$0 ﹤0.01%
+10
225
$0 ﹤0.01%
+11
7 8
9
10 11