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
$41.1M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$542K
3
+$532K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$252K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$193K

Top Sells

1
+$1.16M
2
+$330K
3
+$86.7K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$79.6K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$16K

Sector Composition

1 Consumer Discretionary 3.16%
2 Technology 1.59%
3 Financials 1.58%
4 Healthcare 1.06%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.74M 11.52%
61,431
-1,125
2
$3.73M 9.06%
14,414
+192
3
$3.7M 8.99%
128,485
+18,500
4
$2.7M 6.57%
54,177
+1,945
5
$2.44M 5.93%
43,452
+9,655
6
$2.32M 5.65%
78,624
+8,543
7
$2.11M 5.12%
52,026
+4,756
8
$1.7M 4.13%
14,397
-2,794
9
$1.54M 3.74%
21,995
+1,823
10
$1.12M 2.73%
27,240
-388
11
$1.11M 2.69%
90,845
+76,449
12
$1.09M 2.65%
106,554
+78
13
$992K 2.41%
10,307
+443
14
$804K 1.96%
17,138
+103
15
$709K 1.72%
6,146
+2
16
$670K 1.63%
14,273
+2,674
17
$470K 1.14%
4,412
+1,148
18
$469K 1.14%
36,328
+24
19
$459K 1.12%
32,682
-9
20
$430K 1.05%
2,718
+3
21
$386K 0.94%
18,177
22
$364K 0.89%
2,627
23
$306K 0.74%
3,721
-51
24
$300K 0.73%
23,260
25
$298K 0.72%
4,052
1
2 3 4 5