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
$139M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$951K
2
+$817K
3
+$734K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$407K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$323K

Top Sells

1
+$412K
2
+$189K
3
+$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 Change
in Stake 		Capital Flow
1
$16.7M 12%
488,085
+27,765
2
$15.8M 11.36%
145,771
+6,764
3
$12.5M 9.01%
52,866
+673
4
$11.3M 8.1%
128,533
+9,309
5
$9.73M 6.99%
296,036
-3,168
6
$9.72M 6.98%
93,466
+2,976
7
$8.78M 6.3%
151,483
-7,109
8
$8.34M 5.99%
155,797
+537
9
$6.52M 4.68%
220,427
+13,765
10
$6.4M 4.6%
170,304
+7,862
11
$5.98M 4.3%
52,181
+2,669
12
$5.88M 4.23%
74,946
+3,688
13
$4.73M 3.4%
39,218
+2,502
14
$3.74M 2.68%
46,885
+665
15
$3.44M 2.47%
49,689
+4,667
16
$2.82M 2.03%
23,879
+1,125
17
$2.8M 2.01%
17,300
-84
18
$1.38M 0.99%
30,276
-108
19
$526K 0.38%
6,870
+164
20
$525K 0.38%
7,578
+406
21
$372K 0.27%
4,507
-529
22
$250K 0.18%
4,995
+371
23
$233K 0.17%
+5,333
24
$197K 0.14%
8,391
+1,009
25
$121K 0.09%
1,063
-11
1
2