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
$130M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$860K
3
+$675K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$584K
5
IYR icon
iShares US Real Estate ETF
IYR
+$348K

Top Sells

1
+$627K
2
+$485K
3
+$405K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$339K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$147K

Sector Composition

1 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 11.74%
460,320
-14,660
2
$15M 11.58%
139,007
+2,517
3
$11.7M 9.06%
52,193
+3,822
4
$10.3M 7.96%
119,224
-258
5
$9.17M 7.08%
90,490
-6,188
6
$9.11M 7.03%
299,204
-1,888
7
$8.51M 6.56%
158,592
+5,599
8
$7.59M 5.86%
155,260
+13,805
9
$5.81M 4.48%
162,442
+9,356
10
$5.8M 4.47%
206,662
-14,430
11
$5.6M 4.32%
49,512
+1,358
12
$5.48M 4.23%
71,258
+4,525
13
$4.37M 3.37%
36,716
+4,901
14
$3.67M 2.83%
46,220
+832
15
$3.1M 2.39%
45,022
-4,932
16
$2.71M 2.09%
22,754
-151
17
$2.68M 2.06%
17,384
+1,402
18
$1.36M 1.05%
30,384
+25,898
19
$503K 0.39%
6,706
-550
20
$502K 0.39%
7,172
-840
21
$416K 0.32%
5,036
-300
22
$286K 0.22%
6,884
-3,538
23
$231K 0.18%
4,624
+3,307
24
$179K 0.14%
7,382
-462
25
$118K 0.09%
1,074
-26
1
2