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

Top Buys

1
+$560K
2
+$362K
3
+$296K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$254K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$250K

Top Sells

1
+$325K
2
+$316K
3
+$292K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$281K
5
NVDA icon
NVIDIA
NVDA
+$163K

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
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30
203
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10
204
$100 ﹤0.01%
1
-50
205
$80 ﹤0.01%
4
206
$18 ﹤0.01%
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207
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5 6 7 8
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