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
$126M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.87M
3
+$5.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.13M

Top Sells

1
+$5.42M
2
+$5.14M
3
+$134K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$35.5K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$34.2K

Sector Composition

1 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 12.16%
136,490
-48,224
2
$14.7M 11.65%
474,980
+133,385
3
$10.5M 8.34%
48,371
+28,019
4
$10.4M 8.27%
119,482
+41,517
5
$9.18M 7.28%
96,678
+55,835
6
$9.16M 7.26%
301,092
+173,272
7
$8.44M 6.69%
152,993
+106,489
8
$7.65M 6.06%
141,455
+23,454
9
$5.83M 4.62%
221,092
+10,097
10
$5.83M 4.62%
153,086
+6,541
11
$5.61M 4.45%
48,154
+1,400
12
$5.38M 4.27%
66,733
+25,093
13
$3.79M 3.01%
31,815
+4,490
14
$3.67M 2.91%
45,388
-63,554
15
$3.1M 2.46%
49,954
-346
16
$2.4M 1.9%
22,905
+19,322
17
$2.38M 1.89%
15,982
+13,509
18
$500K 0.4%
8,012
-548
19
$497K 0.39%
7,256
-518
20
$463K 0.37%
5,336
+4,881
21
$432K 0.34%
10,422
+8,165
22
$225K 0.18%
4,486
+240
23
$184K 0.15%
7,844
+492
24
$134K 0.11%
1,317
-1,317
25
$129K 0.1%
1,100
+23
1
2