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
$57.7M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$136K
3
+$104K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$94.5K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$92K

Top Sells

1
+$276K
2
+$70.6K
3
+$47.2K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$33.2K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$30.6K

Sector Composition

1 Consumer Discretionary 10.66%
2 Technology 7.69%
3 Healthcare 3.77%
4 Financials 1.83%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9 ﹤0.01%
1
202
– –
0
203
– –
0
204
– –
0
205
– –
-2
206
– –
-736
5 6 7 8
9