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
$76.7M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$363K
3
+$297K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$255K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$249K

Top Sells

1
+$325K
2
+$320K
3
+$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$285K
5
NVDA icon
NVIDIA
NVDA
+$199K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$190 ﹤0.01%
3
202
$185 ﹤0.01%
30
203
$166 ﹤0.01%
10
204
$100 ﹤0.01%
1
-50
205
$80 ﹤0.01%
4
206
$18 ﹤0.01%
1
207
– –
0
208
– –
-704
209
– –
-300
210
– –
-9
211
– –
-197
212
– –
-665
213
– –
-69
214
– –
0
215
– –
0
216
– –
0
217
– –
-11
218
– –
-50
219
– –
-25
220
– –
-3,167
221
– –
-188
222
– –
0
223
– –
-11
5 6 7 8
9