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
$64M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$210K
3
+$134K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$113K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$87.3K

Top Sells

1
+$6.36M
2
+$3.86M
3
+$1.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$432K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.66%
3 Technology 0.5%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.45M 13.2%
97,760
-13,481
2
$6.53M 10.21%
84,698
-3,081
3
$5.5M 8.59%
145,260
-5,895
4
$5.46M 8.52%
105,538
+50,317
5
$4.5M 7.03%
39,818
-3,818
6
$3.73M 5.83%
61,389
-1,942
7
$3.01M 4.7%
59,894
-76,790
8
$2.91M 4.54%
33,473
-1,268
9
$2.82M 4.4%
9,896
-55
10
$2.49M 3.89%
72,889
+3,300
11
$1.44M 2.25%
13,230
+279
12
$1.4M 2.19%
12,425
-392
13
$1.4M 2.18%
32,440
-1,264
14
$997K 1.56%
88,446
+7,746
15
$988K 1.54%
16,832
+246
16
$869K 1.36%
7,899
+193
17
$608K 0.95%
38,840
-405,994
18
$603K 0.94%
3,066
-33
19
$588K 0.92%
31,857
+2,046
20
$530K 0.83%
7,178
-386
21
$477K 0.75%
9,064
-213
22
$424K 0.66%
4,750
-212
23
$420K 0.66%
3,741
-134
24
$411K 0.64%
8,240
+146
25
$396K 0.62%
14,362
1
2 3 4 5