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
$55.3M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$518K
3
+$501K
4
SLV icon
iShares Silver Trust
SLV
+$185K
5
IAU icon
iShares Gold Trust
IAU
+$108K

Top Sells

1
+$745K
2
+$594K
3
+$581K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$316K
5
GPK icon
Graphic Packaging
GPK
+$268K

Sector Composition

1 Consumer Discretionary 3.09%
2 Technology 2.31%
3 Financials 1.62%
4 Healthcare 0.95%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.14M 11.09%
70,303
+5,742
2
$5.24M 9.47%
114,050
-12,925
3
$4.91M 8.88%
13,084
+37
4
$3.77M 6.82%
60,816
+9,242
5
$3.5M 6.32%
38,048
-6,323
6
$3.18M 5.74%
45,985
-2,205
7
$3.16M 5.71%
90,754
+2,363
8
$2.56M 4.62%
20,020
+4,058
9
$2.13M 3.84%
25,019
+578
10
$1.86M 3.37%
123,006
+4,536
11
$1.39M 2.51%
10,833
-297
12
$1.28M 2.32%
20,104
-4,956
13
$1.17M 2.11%
68,774
-15,811
14
$898K 1.62%
7,601
+527
15
$855K 1.55%
38,514
16
$676K 1.22%
2,359
-65
17
$656K 1.19%
4,940
+122
18
$545K 0.98%
17,996
-181
19
$542K 0.98%
24,344
-200
20
$520K 0.94%
28,870
-34
21
$460K 0.83%
8,474
22
$444K 0.8%
2,627
23
$398K 0.72%
24,824
24
$389K 0.7%
19,593
25
$357K 0.65%
3,081
+613
1
2 3 4 5