CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
+3.72%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$139M
AUM Growth
+$139M
Cap. Flow
+$6.33M
Cap. Flow %
4.55%
Top 10 Hldgs %
76.02%
Holding
47
New
16
Increased
18
Reduced
9
Closed
–

Top Buys

1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$1.88M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$951K
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$817K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$734K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$407K

Top Sells

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$412K
2
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
$189K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
$104K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
$43.7K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
$13.8K

Sector Composition

1 Consumer Discretionary 0.03%
2 Financials 0.03%
3 Technology 0.01%
4 Healthcare 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IJH icon
1
iShares Core S&P Mid-Cap ETF
IJH
$100B
$16.7M 12% 97,617 +5,553 +6% +$951K
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$131B
$15.8M 11.36% 145,771 +6,764 +5% +$734K
IVV icon
3
iShares Core S&P 500 ETF
IVV
$662B
$12.5M 9.01% 52,866 +673 +1% +$160K
HYG icon
4
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$11.3M 8.1% 128,533 +9,309 +8% +$817K
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$63.1B
$9.73M 6.99% 74,009 -792 -1% -$104K
IVE icon
6
iShares S&P 500 Value ETF
IVE
$41.2B
$9.72M 6.98% 93,466 +2,976 +3% +$310K
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$150B
$8.78M 6.3% 151,483 -7,109 -4% -$412K
EEMV icon
8
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.59B
$8.34M 5.99% 155,797 +537 +0.3% +$28.7K
DBEF icon
9
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.93B
$6.52M 4.68% 220,427 +13,765 +7% +$407K
ELD icon
10
WisdomTree Emerging Markets Local Debt Fund
ELD
$73.5M
$6.4M 4.6% 170,304 +7,862 +5% +$296K
TIP icon
11
iShares TIPS Bond ETF
TIP
$13.6B
$5.98M 4.3% 52,181 +2,669 +5% +$306K
IYR icon
12
iShares US Real Estate ETF
IYR
$3.76B
$5.88M 4.23% 74,946 +3,688 +5% +$289K
TLT icon
13
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$4.73M 3.4% 39,218 +2,502 +7% +$302K
BSV icon
14
Vanguard Short-Term Bond ETF
BSV
$38.5B
$3.74M 2.68% 46,885 +665 +1% +$53K
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$3.44M 2.47% 49,689 +27,178 +121% +$1.88M
IWN icon
16
iShares Russell 2000 Value ETF
IWN
$11.8B
$2.82M 2.03% 23,879 +1,125 +5% +$133K
IWO icon
17
iShares Russell 2000 Growth ETF
IWO
$12.4B
$2.8M 2.01% 17,300 -84 -0.5% -$13.6K
IGOV icon
18
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
$1.38M 0.99% 15,138 -54 -0.4% -$4.94K
IJT icon
19
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
$526K 0.38% 3,435 +82 +2% +$12.6K
IJS icon
20
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$525K 0.38% 3,789 +203 +6% +$28.1K
VNQ icon
21
Vanguard Real Estate ETF
VNQ
$34.6B
$372K 0.27% 4,507 -529 -11% -$43.7K
ISTB icon
22
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.45B
$250K 0.18% 4,995 +371 +8% +$18.6K
ACWX icon
23
iShares MSCI ACWI ex US ETF
ACWX
$6.63B
$233K 0.17% +5,333 New +$233K
DJP icon
24
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$583M
$197K 0.14% 8,391 +1,009 +14% +$23.7K
EMB icon
25
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$121K 0.09% 1,063 -11 -1% -$1.25K
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