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
$61.9M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$578K
3
+$398K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$207K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$153K

Top Sells

1
+$1.11M
2
+$481K
3
+$426K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$339K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$325K

Sector Composition

1 Financials 0.76%
2 Healthcare 0.62%
3 Technology 0.4%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.02M 14.58%
111,241
-4,183
2
$6.81M 11.01%
136,684
-22,340
3
$6.08M 9.83%
87,779
+11,437
4
$5.02M 8.11%
151,155
+11,975
5
$4.78M 7.72%
43,636
-4,388
6
$3.48M 5.63%
63,331
+2,781
7
$2.6M 4.21%
55,221
-191
8
$2.59M 4.19%
34,741
-1,613
9
$2.5M 4.05%
9,951
+824
10
$2.33M 3.77%
69,589
-9,705
11
$1.38M 2.23%
12,951
-4,005
12
$1.3M 2.09%
12,817
+524
13
$1.27M 2.05%
33,704
+1,664
14
$927K 1.5%
16,586
-690
15
$803K 1.3%
80,700
+558
16
$801K 1.29%
7,706
-368
17
$636K 1.03%
444,834
+404,496
18
$521K 0.84%
3,099
+423
19
$499K 0.81%
7,564
+996
20
$476K 0.77%
29,811
+696
21
$433K 0.7%
9,277
+2,155
22
$400K 0.65%
4,962
+614
23
$397K 0.64%
8,094
-1,473
24
$388K 0.63%
3,875
+675
25
$379K 0.61%
7,222
+332
1
2 3 4 5