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
$122M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$520K
3
+$380K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$253K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$232K

Top Sells

1
+$400K
2
+$272K
3
+$186K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$127K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$126K

Sector Composition

1 Consumer Discretionary 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 12.89%
545,915
+18,025
2
$13M 10.63%
117,082
-3,612
3
$9.69M 7.93%
182,292
+4,357
4
$9.44M 7.73%
115,538
-613
5
$8.41M 6.89%
163,694
+3,894
6
$7.11M 5.82%
79,051
+1,422
7
$7.04M 5.77%
243,164
+6,196
8
$6.87M 5.63%
33,255
+1,224
9
$5.43M 4.45%
147,563
+421
10
$5.11M 4.19%
200,118
+14,866
11
$4.95M 4.05%
63,591
+448
12
$4.06M 3.33%
35,415
-1,102
13
$4.02M 3.29%
312,959
+76,101
14
$4.01M 3.29%
30,727
-2,086
15
$3.29M 2.69%
35,254
+1,585
16
$3.2M 2.62%
24,156
+1,723
17
$2.78M 2.28%
49,380
+3,112
18
$1.93M 1.58%
39,670
-3,830
19
$1.86M 1.52%
86,617
+1,000
20
$1.83M 1.5%
22,661
-1,577
21
$1.26M 1.03%
11,421
-472
22
$485K 0.4%
8,560
+146
23
$483K 0.4%
7,774
+434
24
$59K 0.05%
+2,300
25
$53K 0.04%
1,056
+550
1
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