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
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$2.83M
3
+$2.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$381K

Top Sells

1
+$13.5M
2
+$13.3M
3
+$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.41M

Sector Composition

1 Financials 0.81%
2 Healthcare 0.55%
3 Technology 0.52%
4 Industrials 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.98M 14.44%
115,424
-26,179
2
$7.98M 11.55%
+159,024
3
$6.66M 9.64%
76,342
+25,520
4
$5.6M 8.11%
139,180
-331,540
5
$5.31M 7.69%
48,024
-8,404
6
$3.88M 5.61%
60,550
-121,776
7
$2.93M 4.24%
36,354
+33,876
8
$2.87M 4.15%
55,412
+54,720
9
$2.67M 3.87%
9,127
-46,202
10
$2.6M 3.77%
79,294
-97,973
11
$1.79M 2.59%
16,956
-113,257
12
$1.42M 2.06%
12,293
-72,559
13
$1.42M 2.05%
32,040
-205,072
14
$1.02M 1.48%
17,276
-132,755
15
$929K 1.34%
80,142
+16,536
16
$870K 1.26%
8,074
+616
17
$676K 0.98%
40,338
+2,034
18
$576K 0.83%
2,676
-9,006
19
$561K 0.81%
29,115
+5,850
20
$548K 0.79%
6,568
-708
21
$469K 0.68%
9,567
-4,163
22
$439K 0.64%
4,348
-698
23
$423K 0.61%
14,364
-3,214
24
$416K 0.6%
6,890
+4,280
25
$381K 0.55%
+3,200
1
2 3 4 5