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
$147M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.32M
3
+$2.32M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.76M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.3M

Top Sells

1
+$4.22M
2
+$722K
3
+$567K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$82.5K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.4K

Sector Composition

1 Financials 0.39%
2 Healthcare 0.15%
3 Industrials 0.15%
4 Consumer Discretionary 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 11.69%
481,335
+64,785
2
$14.4M 9.75%
56,771
+9,164
3
$13.9M 9.4%
126,404
-38,533
4
$11.8M 8.04%
133,412
+8,547
5
$11.1M 7.53%
172,841
+74,709
6
$8.93M 6.06%
248,984
+49,168
7
$8.86M 6.01%
82,097
+10,372
8
$8.7M 5.91%
149,810
+17,371
9
$6.82M 4.63%
219,697
+766
10
$6.65M 4.51%
172,330
-2,137
11
$6.22M 4.22%
54,749
+793
12
$5.92M 4.02%
74,118
+11,064
13
$5.39M 3.66%
67,434
+16,282
14
$4.2M 2.85%
33,643
-4,545
15
$3.71M 2.52%
49,933
-962
16
$2.25M 1.53%
12,591
+2,952
17
$2.24M 1.52%
18,041
+4,285
18
$781K 0.53%
6,709
+5,531
19
$763K 0.52%
15,483
-14,659
20
$643K 0.44%
38,440
21
$639K 0.43%
63,852
+618
22
$572K 0.39%
11,369
+4,200
23
$559K 0.38%
7,532
-106
24
$558K 0.38%
6,788
-22
25
$445K 0.3%
17,578
1
2 3