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
-$10K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$159K
2
+$108K
3
+$103K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.9K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$40K

Top Sells

1
+$392K
2
+$355K
3
+$331K
4
GPK icon
Graphic Packaging
GPK
+$309K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$301K

Sector Composition

1 Consumer Discretionary 2.68%
2 Technology 2.13%
3 Financials 2%
4 Healthcare 1.05%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.23M 11.26%
71,487
+1,184
2
$5.58M 10.09%
107,230
-6,820
3
$5.13M 9.27%
12,889
-195
4
$3.96M 7.16%
61,576
+760
5
$3.74M 6.76%
34,437
-3,611
6
$3.26M 5.89%
45,202
-783
7
$2.67M 4.83%
21,288
+1,268
8
$2.6M 4.71%
81,340
-9,414
9
$2.18M 3.93%
23,684
-1,335
10
$1.44M 2.6%
10,181
-652
11
$1.32M 2.39%
20,355
+251
12
$1.06M 1.92%
122,640
-366
13
$939K 1.7%
51,734
-17,040
14
$931K 1.68%
37,524
-990
15
$883K 1.6%
7,759
+158
16
$696K 1.26%
17,996
17
$606K 1.1%
24,304
-40
18
$542K 0.98%
28,838
-32
19
$525K 0.95%
4,301
-639
20
$491K 0.89%
2,627
21
$457K 0.83%
1,518
-841
22
$444K 0.8%
8,474
23
$426K 0.77%
19,593
24
$403K 0.73%
24,824
25
$372K 0.67%
2,335
-119
1
2 3 4 5