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
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.93K 0.01%
+103
202
$5.65K 0.01%
+23
203
$5.12K 0.01%
+30
204
$5.09K 0.01%
+22
205
$5.05K 0.01%
+66
206
$5.02K 0.01%
23
-1
207
$4.96K 0.01%
300
208
$4.95K 0.01%
+19
209
$4.84K 0.01%
+23
210
$4.72K 0.01%
+10
211
$4.68K 0.01%
91
+1
212
$4.62K 0.01%
+24
213
$4.61K 0.01%
51
-4
214
$4.6K 0.01%
+13
215
$4.56K 0.01%
+713
216
$4.53K 0.01%
398
-3
217
$4.5K 0.01%
+232
218
$4.35K 0.01%
39
219
$4.28K 0.01%
+677
220
$4.05K 0.01%
+169
221
$3.7K 0.01%
23
+20
222
$3.62K 0.01%
35
223
$3.61K 0.01%
69
224
$3.57K 0.01%
210
+2
225
$3.52K 0.01%
100
7 8
9
10 11