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
$46.7M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$120K
3
+$116K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$116K
5
FIS icon
Fidelity National Information Services
FIS
+$113K

Top Sells

1
+$3.07M
2
+$2.76M
3
+$2.69M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Sector Composition

1 Financials 1.79%
2 Technology 0.95%
3 Healthcare 0.81%
4 Consumer Discretionary 0.51%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.45M 11.68%
62,486
-35,265
2
$4.44M 9.52%
114,975
-11,665
3
$4.2M 9.01%
14,076
+388
4
$3.26M 6.99%
53,388
-382
5
$2.86M 6.14%
36,797
-34,570
6
$2.64M 5.65%
76,635
+3,501
7
$2.39M 5.13%
48,846
-36,334
8
$1.92M 4.11%
16,496
-22,682
9
$1.71M 3.66%
18,298
-7,153
10
$1.36M 2.91%
30,196
-1,352
11
$1.3M 2.78%
10,877
-512
12
$1.17M 2.51%
99,240
13
$1M 2.15%
17,592
+201
14
$814K 1.74%
14,063
+3,448
15
$708K 1.52%
6,255
+897
16
$602K 1.29%
3,125
+57
17
$584K 1.25%
30,966
18
$539K 1.16%
18,487
19
$537K 1.15%
33,696
+24
20
$510K 1.09%
4,279
+313
21
$386K 0.83%
22,120
22
$372K 0.8%
7,360
-679
23
$352K 0.75%
6,100
-766
24
$324K 0.69%
2,717
25
$320K 0.69%
3,586
-16
1
2 3 4 5