CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
-9.36%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$61.9M
AUM Growth
+$61.9M
Cap. Flow
-$239K
Cap. Flow %
-0.39%
Top 10 Hldgs %
73.08%
Holding
460
New
3
Increased
48
Reduced
32
Closed
8

Top Buys

1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$793K
2
SCHF icon
Schwab International Equity ETF
SCHF
$578K
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$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
NEAR icon
iShares Short Maturity Bond ETF
NEAR
$1.11M
2
TIP icon
iShares TIPS Bond ETF
TIP
$481K
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$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 Shares
Change % 		Capital Flow
HYG icon
1
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$9.02M 14.58% 111,241 -4,183 -4% -$339K
NEAR icon
2
iShares Short Maturity Bond ETF
NEAR
$3.52B
$6.81M 11.01% 136,684 -22,340 -14% -$1.11M
IJR icon
3
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$6.09M 9.83% 87,779 +11,437 +15% +$793K
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$100B
$5.02M 8.11% 30,231 +2,395 +9% +$398K
TIP icon
5
iShares TIPS Bond ETF
TIP
$13.6B
$4.78M 7.72% 43,636 -4,388 -9% -$481K
IEFA icon
6
iShares Core MSCI EAFE ETF
IEFA
$150B
$3.48M 5.63% 63,331 +2,781 +5% +$153K
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$2.6M 4.21% 55,221 -191 -0.3% -$9.01K
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$34.6B
$2.59M 4.19% 34,741 -1,613 -4% -$120K
IVV icon
9
iShares Core S&P 500 ETF
IVV
$662B
$2.5M 4.05% 9,951 +824 +9% +$207K
ELD icon
10
WisdomTree Emerging Markets Local Debt Fund
ELD
$73.5M
$2.33M 3.77% 69,589 -9,705 -12% -$325K
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$131B
$1.38M 2.23% 12,951 -4,005 -24% -$426K
IVE icon
12
iShares S&P 500 Value ETF
IVE
$41.2B
$1.3M 2.09% 12,817 +524 +4% +$53K
IVW icon
13
iShares S&P 500 Growth ETF
IVW
$63.1B
$1.27M 2.05% 8,426 +416 +5% +$62.7K
EEMV icon
14
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.59B
$927K 1.5% 16,586 -690 -4% -$38.6K
SCHX icon
15
Schwab US Large- Cap ETF
SCHX
$59B
$803K 1.3% 13,450 +93 +0.7% +$5.55K
EMB icon
16
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$801K 1.29% 7,706 -368 -5% -$38.3K
SCHF icon
17
Schwab International Equity ETF
SCHF
$50.3B
$636K 1.03% 222,417 +202,248 +1,003% +$578K
IWO icon
18
iShares Russell 2000 Growth ETF
IWO
$12.4B
$521K 0.84% 3,099 +423 +16% +$71.1K
IJS icon
19
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$499K 0.81% 3,782 +498 +15% +$65.7K
SCHM icon
20
Schwab US Mid-Cap ETF
SCHM
$12.1B
$476K 0.77% 9,937 +232 +2% +$11.1K
SPLV icon
21
Invesco S&P 500 Low Volatility ETF
SPLV
$8B
$433K 0.7% 9,277 +2,155 +30% +$101K
IJT icon
22
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
$400K 0.65% 2,481 +307 +14% +$49.5K
ISTB icon
23
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.45B
$397K 0.64% 8,094 -1,473 -15% -$72.2K
MTUM icon
24
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$388K 0.63% 3,875 +675 +21% +$67.6K
IXUS icon
25
iShares Core MSCI Total International Stock ETF
IXUS
$47.8B
$379K 0.61% 7,222 +332 +5% +$17.4K
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