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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.9M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$884K
3
+$437K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$224K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$163K

Top Sells

1
+$1.12M
2
+$479K
3
+$420K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$350K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$320K

Sector Composition

1 Financials 0.76%
2 Healthcare 0.62%
3 Technology 0.4%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
12
202
$1K ﹤0.01%
13
203
$1K ﹤0.01%
5
204
$1K ﹤0.01%
24
205
$1K ﹤0.01%
3
206
$1K ﹤0.01%
14
207
$1K ﹤0.01%
3
208
$1K ﹤0.01%
33
209
$0 ﹤0.01%
5
210
$0 ﹤0.01%
5
211
$0 ﹤0.01%
4
212
$0 ﹤0.01%
12
213
$0 ﹤0.01%
4
-3
214
$0 ﹤0.01%
4
215
$0 ﹤0.01%
3
216
$0 ﹤0.01%
3
217
$0 ﹤0.01%
6
218
$0 ﹤0.01%
3
219
$0 ﹤0.01%
31
220
$0 ﹤0.01%
16
221
– –
-104
222
$0 ﹤0.01%
6
223
$0 ﹤0.01%
10
224
$0 ﹤0.01%
16
225
$0 ﹤0.01%
3
7 8
9
10 11