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
$131M
AUM Growth
-$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.29M
3
+$611K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$609K
5
BAC icon
Bank of America
BAC
+$402K

Top Sells

1
+$3.29M
2
+$3.25M
3
+$2.49M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.28M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.9M

Sector Composition

1 Financials 0.42%
2 Healthcare 0.2%
3 Industrials 0.14%
4 Consumer Discretionary 0.1%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 13.78%
164,937
+19,166
2
$14.5M 11.05%
416,550
-71,535
3
$11.6M 8.84%
47,607
-5,259
4
$11M 8.42%
124,865
-3,668
5
$7.53M 5.74%
71,725
-21,741
6
$7.34M 5.6%
132,439
-23,358
7
$6.84M 5.21%
199,816
-96,220
8
$6.62M 5.05%
174,467
+4,163
9
$6.57M 5.01%
218,931
-1,496
10
$6.12M 4.67%
53,956
+1,775
11
$5.97M 4.56%
98,132
-53,351
12
$5.04M 3.84%
63,054
+16,169
13
$4.78M 3.64%
38,188
-1,030
14
$4.08M 3.11%
51,152
-23,794
15
$3.57M 2.72%
50,895
+1,206
16
$1.64M 1.25%
13,756
-10,123
17
$1.63M 1.24%
9,639
-7,661
18
$1.44M 1.1%
30,142
-134
19
$611K 0.47%
+38,440
20
$609K 0.46%
+63,234
21
$534K 0.41%
7,638
+60
22
$531K 0.41%
6,810
-60
23
$426K 0.32%
17,578
+16,578
24
$377K 0.29%
4,528
+21
25
$360K 0.27%
7,169
+2,174
1
2 3