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
$61.1M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$148K
3
+$126K
4
BAC icon
Bank of America
BAC
+$120K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$85.3K

Top Sells

1
+$1.05M
2
+$1.04M
3
+$877K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$723K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$701K

Sector Composition

1 Financials 1.33%
2 Healthcare 0.61%
3 Technology 0.54%
4 Consumer Discretionary 0.36%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.52M 13.96%
97,751
-9
2
$5.59M 9.15%
71,367
-13,331
3
$4.92M 8.06%
126,640
-18,620
4
$4.53M 7.41%
39,178
-640
5
$4.38M 7.18%
85,180
-20,358
6
$4.04M 6.61%
13,688
+3,792
7
$3.3M 5.41%
53,770
-7,619
8
$2.93M 4.8%
58,256
-1,638
9
$2.58M 4.23%
73,134
+245
10
$2.22M 3.64%
25,451
-8,022
11
$1.41M 2.32%
31,548
-892
12
$1.33M 2.17%
11,389
-1,036
13
$1.16M 1.9%
99,240
+10,794
14
$1.02M 1.68%
17,391
+559
15
$896K 1.47%
7,909
+10
16
$616K 1.01%
3,068
+2
17
$597K 0.98%
5,358
-7,872
18
$589K 0.96%
30,966
-891
19
$584K 0.96%
10,615
+1,551
20
$540K 0.88%
33,672
-5,168
21
$536K 0.88%
18,487
+4,125
22
$470K 0.77%
3,966
+225
23
$405K 0.66%
8,039
-201
24
$403K 0.66%
6,866
+492
25
$395K 0.65%
22,120
+1,104
1
2 3 4 5