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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.03K ﹤0.01%
28
202
$886 ﹤0.01%
12
203
$865 ﹤0.01%
3
204
$630 ﹤0.01%
5
+1
205
$625 ﹤0.01%
32
206
$599 ﹤0.01%
10
207
$592 ﹤0.01%
+100
208
$577 ﹤0.01%
18
+7
209
$571 ﹤0.01%
1
210
$541 ﹤0.01%
+138
211
$537 ﹤0.01%
+8
212
$517 ﹤0.01%
3
213
$474 ﹤0.01%
6
214
$444 ﹤0.01%
10
215
$441 ﹤0.01%
6
+1
216
$404 ﹤0.01%
2
217
$358 ﹤0.01%
3
218
$257 ﹤0.01%
3
219
$249 ﹤0.01%
7
220
$249 ﹤0.01%
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221
$188 ﹤0.01%
30
222
$100 ﹤0.01%
1
223
$87 ﹤0.01%
10
224
$81 ﹤0.01%
4
225
$19 ﹤0.01%
1
6 7 8
9
10