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
$117M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.04M
3
+$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$993K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$674K

Top Sells

1
+$80.6K

Sector Composition

1 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 12.53%
527,890
+37,260
2
$13M 11.11%
120,694
+9,190
3
$9.68M 8.25%
177,935
+22,483
4
$9.36M 7.98%
116,151
+12,710
5
$7.78M 6.63%
159,800
+13,841
6
$6.87M 5.86%
77,629
+4,430
7
$6.86M 5.85%
236,968
+8,428
8
$6.56M 5.59%
32,031
+2,656
9
$5.04M 4.3%
147,142
+9,704
10
$5.03M 4.29%
185,252
+5,578
11
$4.74M 4.04%
63,143
+450
12
$4M 3.41%
36,517
+1,963
13
$3.96M 3.37%
32,813
+968
14
$3.12M 2.66%
22,433
+168
15
$3.1M 2.64%
33,669
-876
16
$3.04M 2.59%
236,858
17
$2.55M 2.17%
46,268
+858
18
$1.95M 1.66%
43,500
+1,306
19
$1.93M 1.64%
24,238
20
$1.84M 1.57%
85,617
+8,638
21
$1.26M 1.07%
11,893
22
$456K 0.39%
+7,340
23
$455K 0.39%
+8,414
24
$25K 0.02%
506
+78
25
$1K ﹤0.01%
18
1
2