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
$49.3M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$218K
3
+$146K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$142K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$140K

Top Sells

1
+$339K
2
+$173K
3
+$98.3K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$85.3K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$73.5K

Sector Composition

1 Consumer Discretionary 3.2%
2 Technology 2.17%
3 Financials 1.48%
4 Healthcare 0.95%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.42M 10.98%
64,561
+2,618
2
$4.71M 9.54%
126,975
+2,130
3
$4.38M 8.89%
13,047
-515
4
$3.12M 6.31%
44,371
+1,381
5
$2.9M 5.89%
48,190
-1,118
6
$2.81M 5.69%
88,391
+6,852
7
$2.72M 5.52%
51,574
+60
8
$2.02M 4.09%
15,962
+501
9
$1.93M 3.91%
24,441
+1,775
10
$1.59M 3.23%
118,470
+2,712
11
$1.45M 2.93%
25,060
-1,476
12
$1.25M 2.54%
11,130
-251
13
$1.19M 2.42%
84,585
-6,974
14
$897K 1.82%
16,263
-225
15
$835K 1.69%
7,074
+119
16
$699K 1.42%
38,514
17
$558K 1.13%
4,818
+762
18
$537K 1.09%
2,424
-10
19
$457K 0.93%
8,474
20
$454K 0.92%
28,904
+1,066
21
$438K 0.89%
18,177
22
$429K 0.87%
7,992
-1,369
23
$419K 0.85%
24,544
-724
24
$389K 0.79%
2,627
25
$357K 0.72%
24,824
+2,680
1
2 3 4 5