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
$48.4M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$174K
3
+$126K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$115K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$110K

Top Sells

1
+$262K
2
+$252K
3
+$205K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$144K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$139K

Sector Composition

1 Financials 2.2%
2 Technology 1.35%
3 Consumer Discretionary 0.93%
4 Healthcare 0.88%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.5M 11.36%
62,556
+70
2
$4.6M 9.49%
14,222
+146
3
$4.53M 9.35%
109,985
-4,990
4
$3.41M 7.04%
52,232
-1,156
5
$2.83M 5.85%
33,797
-3,000
6
$2.81M 5.79%
70,081
-6,554
7
$2.54M 5.25%
47,270
-1,576
8
$2M 4.14%
17,191
+695
9
$1.87M 3.87%
20,172
+1,874
10
$1.36M 2.81%
106,476
+7,236
11
$1.34M 2.76%
27,628
-2,568
12
$1.28M 2.65%
9,864
-1,013
13
$999K 2.06%
17,035
-557
14
$690K 1.43%
6,144
-111
15
$677K 1.4%
11,599
-2,464
16
$655K 1.35%
32,691
+1,725
17
$640K 1.32%
18,177
-310
18
$610K 1.26%
36,304
+2,608
19
$582K 1.2%
2,715
-410
20
$440K 0.91%
23,260
+1,140
21
$410K 0.85%
3,264
-1,015
22
$372K 0.77%
6,011
-89
23
$345K 0.71%
2,627
-8
24
$332K 0.69%
4,126
-128
25
$331K 0.68%
3,426
-160
1
2 3 4 5