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
$151M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$339K
3
+$249K
4
IYR icon
iShares US Real Estate ETF
IYR
+$183K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$142K

Top Sells

1
+$779K
2
+$527K
3
+$359K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$199K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$183K

Sector Composition

1 Financials 0.43%
2 Healthcare 0.18%
3 Industrials 0.15%
4 Consumer Discretionary 0.08%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 11.58%
460,810
-20,525
2
$14.7M 9.76%
54,811
-1,960
3
$14.2M 9.37%
129,502
+3,098
4
$12M 7.97%
137,856
+4,444
5
$11.6M 7.65%
174,894
+2,053
6
$9.18M 6.08%
80,357
-1,740
7
$9.15M 6.06%
239,584
-9,400
8
$8.96M 5.93%
147,519
-2,291
9
$6.88M 4.55%
178,807
+6,477
10
$6.8M 4.5%
213,941
-5,756
11
$6.38M 4.22%
55,920
+1,171
12
$6M 3.98%
75,914
+1,796
13
$5.65M 3.74%
69,694
+2,260
14
$4.4M 2.91%
34,695
+1,052
15
$3.78M 2.5%
49,202
-731
16
$2.23M 1.48%
11,948
-643
17
$2.22M 1.47%
17,623
-418
18
$809K 0.54%
6,964
+255
19
$788K 0.52%
15,780
+297
20
$679K 0.45%
63,852
21
$655K 0.43%
38,440
22
$600K 0.4%
12,035
+666
23
$555K 0.37%
7,224
-308
24
$555K 0.37%
6,526
-262
25
$519K 0.34%
17,578
1
2 3