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
$76.9M
AUM Growth
+$174K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$932K
3
+$216K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$124K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$110K

Top Sells

1
+$4.24M
2
+$2.81M
3
+$2.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.34M

Sector Composition

1 Consumer Discretionary 9.62%
2 Technology 9.17%
3 Healthcare 4.1%
4 Financials 2.07%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$961 ﹤0.01%
23
202
$633 ﹤0.01%
10
203
$618 ﹤0.01%
+11
204
$591 ﹤0.01%
32
205
$564 ﹤0.01%
4
206
$535 ﹤0.01%
3
+1
207
$532 ﹤0.01%
+1
208
$515 ﹤0.01%
10
209
$481 ﹤0.01%
5
-4
210
$477 ﹤0.01%
6
211
$380 ﹤0.01%
3
-5
212
$304 ﹤0.01%
14
213
$298 ﹤0.01%
10
214
$241 ﹤0.01%
3
215
$220 ﹤0.01%
7
+1
216
$218 ﹤0.01%
3
217
$206 ﹤0.01%
30
218
$107 ﹤0.01%
10
219
$97 ﹤0.01%
1
220
$86 ﹤0.01%
4
221
$19 ﹤0.01%
1
222
– –
0
223
– –
-10
224
– –
0
225
– –
0
6 7 8
9
10