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
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$451K
3
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

1
+$765K
2
+$458K
3
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.74K ﹤0.01%
33
202
$1.51K ﹤0.01%
5,330
+5,288
203
$1.48K ﹤0.01%
12
204
$1.21K ﹤0.01%
3
205
$1.19K ﹤0.01%
12
206
$1.18K ﹤0.01%
23
+5
207
$1.08K ﹤0.01%
51
208
$1.05K ﹤0.01%
3
209
$1.03K ﹤0.01%
29
+1
210
$900 ﹤0.01%
32
211
$886 ﹤0.01%
100
212
$808 ﹤0.01%
6
+1
213
$735 ﹤0.01%
10
214
$647 ﹤0.01%
2
215
$604 ﹤0.01%
138
216
$557 ﹤0.01%
1
217
$503 ﹤0.01%
10
218
$477 ﹤0.01%
6
219
$401 ﹤0.01%
8
220
$397 ﹤0.01%
3
221
$386 ﹤0.01%
6
222
$325 ﹤0.01%
7
223
$224 ﹤0.01%
14
224
$223 ﹤0.01%
3
225
$194 ﹤0.01%
30
6 7 8
9
10