CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
+2.97%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$151M
AUM Growth
+$151M
Cap. Flow
-$650K
Cap. Flow %
-0.43%
Top 10 Hldgs %
73.46%
Holding
57
New
1
Increased
20
Reduced
15
Closed
5

Top Buys

1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$388K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$339K
3
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
$249K
4
IYR icon
iShares US Real Estate ETF
IYR
$183K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
$142K

Top Sells

1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$779K
2
IVV icon
iShares Core S&P 500 ETF
IVV
$527K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
$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 Shares
Change % 		Capital Flow
IJH icon
1
iShares Core S&P Mid-Cap ETF
IJH
$100B
$17.5M 11.58% 92,162 -4,105 -4% -$779K
IVV icon
2
iShares Core S&P 500 ETF
IVV
$662B
$14.7M 9.76% 54,811 -1,960 -3% -$527K
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$131B
$14.2M 9.37% 129,502 +3,098 +2% +$339K
HYG icon
4
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$12M 7.97% 137,856 +4,444 +3% +$388K
IEFA icon
5
iShares Core MSCI EAFE ETF
IEFA
$150B
$11.6M 7.65% 174,894 +2,053 +1% +$136K
IVE icon
6
iShares S&P 500 Value ETF
IVE
$41.2B
$9.18M 6.08% 80,357 -1,740 -2% -$199K
IVW icon
7
iShares S&P 500 Growth ETF
IVW
$63.1B
$9.15M 6.06% 59,896 -2,350 -4% -$359K
EEMV icon
8
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.59B
$8.96M 5.93% 147,519 -2,291 -2% -$139K
ELD icon
9
WisdomTree Emerging Markets Local Debt Fund
ELD
$73.5M
$6.88M 4.55% 178,807 +6,477 +4% +$249K
DBEF icon
10
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.93B
$6.8M 4.5% 213,941 -5,756 -3% -$183K
TIP icon
11
iShares TIPS Bond ETF
TIP
$13.6B
$6.38M 4.22% 55,920 +1,171 +2% +$134K
BSV icon
12
Vanguard Short-Term Bond ETF
BSV
$38.5B
$6.01M 3.98% 75,914 +1,796 +2% +$142K
IYR icon
13
iShares US Real Estate ETF
IYR
$3.76B
$5.65M 3.74% 69,694 +2,260 +3% +$183K
TLT icon
14
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$4.4M 2.91% 34,695 +1,052 +3% +$133K
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$3.78M 2.5% 49,202 -731 -1% -$56.1K
IWO icon
16
iShares Russell 2000 Growth ETF
IWO
$12.4B
$2.23M 1.48% 11,948 -643 -5% -$120K
IWN icon
17
iShares Russell 2000 Value ETF
IWN
$11.8B
$2.22M 1.47% 17,623 -418 -2% -$52.6K
EMB icon
18
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$809K 0.54% 6,964 +255 +4% +$29.6K
IGOV icon
19
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
$788K 0.52% 15,780 +297 +2% +$14.8K
SCHX icon
20
Schwab US Large- Cap ETF
SCHX
$59B
$679K 0.45% 10,642 – –
SCHF icon
21
Schwab International Equity ETF
SCHF
$50.3B
$655K 0.43% 19,220 – –
ISTB icon
22
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.45B
$600K 0.4% 12,035 +666 +6% +$33.2K
IJT icon
23
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
$555K 0.37% 3,263 -131 -4% -$22.3K
IJS icon
24
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$555K 0.37% 3,612 -154 -4% -$23.7K
BAC icon
25
Bank of America
BAC
$376B
$519K 0.34% 17,578 – –
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