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
$95.7M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.99M
3
+$1.32M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$272K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$97K

Top Sells

1
+$7.05M
2
+$6.1M
3
+$3.87M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.36M

Sector Composition

1 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 21.74%
184,714
+67,632
2
$10.2M 10.66%
341,595
-204,320
3
$8.83M 9.23%
108,942
+86,281
4
$6.6M 6.9%
77,965
-37,573
5
$6.09M 6.36%
118,001
-45,693
6
$5.48M 5.73%
146,545
-1,018
7
$5.46M 5.7%
46,754
+11,339
8
$5.27M 5.51%
210,995
+10,877
9
$4.28M 4.48%
20,352
-12,903
10
$3.79M 3.97%
27,325
-3,402
11
$3.79M 3.96%
40,843
-38,208
12
$3.73M 3.89%
127,820
-115,344
13
$3.43M 3.59%
41,640
-21,951
14
$2.92M 3.05%
50,300
+920
15
$2.41M 2.52%
46,504
-135,788
16
$500K 0.52%
8,560
17
$499K 0.52%
7,774
18
$349K 0.36%
3,583
-31,671
19
$339K 0.35%
2,473
-21,683
20
$211K 0.22%
4,246
-35,424
21
$182K 0.19%
7,352
-79,265
22
$134K 0.14%
2,634
+1,578
23
$124K 0.13%
1,077
-10,344
24
$97K 0.1%
+2,257
25
$60K 0.06%
2,300
1
2