CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$389K
3
+$369K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$352K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$341K

Top Sells

1
+$183K
2
+$103K
3
+$93K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$92.6K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$82.3K

Sector Composition

1 Consumer Discretionary 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 12.42%
490,630
+13,505
2
$12.2M 11.32%
111,504
-1,669
3
$8.62M 7.98%
103,441
+2,021
4
$8.21M 7.61%
155,452
+7,357
5
$7.27M 6.74%
145,959
+16,501
6
$6.16M 5.71%
228,540
-3,832
7
$6.15M 5.7%
73,199
+1,957
8
$5.66M 5.25%
29,375
+76
9
$4.76M 4.41%
137,438
+10,157
10
$4.69M 4.34%
179,674
+13,084
11
$4.45M 4.12%
62,693
+3,442
12
$3.93M 3.64%
31,845
+1,967
13
$3.83M 3.54%
34,554
+443
14
$3.11M 2.88%
34,545
+2,180
15
$3.03M 2.81%
236,858
16
$2.98M 2.76%
22,265
+275
17
$2.42M 2.24%
45,410
+1,098
18
$1.95M 1.8%
24,238
-361
19
$1.92M 1.78%
42,194
-506
20
$1.88M 1.74%
76,979
+9,606
21
$1.27M 1.17%
11,893
-176
22
$21K 0.02%
428
-1,678
23
$1K ﹤0.01%
18
-1,666
24
– –
-1,252
25
– –
-1,828
1
2