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
$77.7M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$216K
3
+$209K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145K
5
PLTR icon
Palantir
PLTR
+$93.2K

Top Sells

1
+$175K
2
+$118K
3
+$116K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$58.7K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.9K

Sector Composition

1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$878 ﹤0.01%
+12
202
$869 ﹤0.01%
+3
203
$797 ﹤0.01%
32
204
$745 ﹤0.01%
3
205
$697 ﹤0.01%
1
206
$615 ﹤0.01%
10
207
$548 ﹤0.01%
4
208
$532 ﹤0.01%
10
209
$488 ﹤0.01%
11
210
$468 ﹤0.01%
6
211
$447 ﹤0.01%
+2
212
$439 ﹤0.01%
5
213
$394 ﹤0.01%
3
214
$298 ﹤0.01%
10
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$292 ﹤0.01%
14
216
$220 ﹤0.01%
3
217
$212 ﹤0.01%
30
218
$189 ﹤0.01%
3
219
$184 ﹤0.01%
7
220
$112 ﹤0.01%
1
221
$108 ﹤0.01%
10
222
$79 ﹤0.01%
4
223
$20 ﹤0.01%
1
224
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0
225
– –
0
6 7 8
9
10