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
$153M
AUM Growth
+$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$491K
3
+$490K
4
IYR icon
iShares US Real Estate ETF
IYR
+$424K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$372K

Top Sells

1
+$973K
2
+$183K
3
+$129K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$95.8K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$60.5K

Sector Composition

1 Financials 0.42%
2 Healthcare 0.21%
3 Industrials 0.13%
4 Technology 0.08%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 11.56%
470,720
+9,910
2
$14.7M 9.61%
55,329
+518
3
$14M 9.14%
130,213
+711
4
$12.1M 7.94%
141,603
+3,747
5
$12M 7.86%
182,326
+7,432
6
$9.35M 6.12%
150,031
+2,512
7
$9.28M 6.07%
84,852
+4,495
8
$9.19M 6.02%
237,112
-2,472
9
$7.13M 4.67%
232,137
+18,196
10
$6.97M 4.56%
177,267
-1,540
11
$6.38M 4.18%
56,428
+508
12
$5.91M 3.87%
75,339
-575
13
$5.68M 3.72%
75,318
+5,624
14
$4.41M 2.89%
36,182
+1,487
15
$3.91M 2.56%
50,822
+1,620
16
$2.23M 1.46%
11,682
-266
17
$2.21M 1.45%
18,128
+505
18
$841K 0.55%
7,458
+494
19
$768K 0.5%
14,890
-890
20
$678K 0.44%
13,730
+1,695
21
$669K 0.44%
63,606
-246
22
$646K 0.42%
38,304
-136
23
$549K 0.36%
7,276
+52
24
$527K 0.34%
17,578
25
$439K 0.29%
5,046
-1,480
1
2 3