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
$59.9M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$601K
3
+$517K
4
MSFT icon
Microsoft
MSFT
+$271K
5
JNJ icon
Johnson & Johnson
JNJ
+$264K

Top Sells

1
+$2.6M
2
+$154K
3
+$85.7K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$82.9K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$67.4K

Sector Composition

1 Technology 4.63%
2 Consumer Discretionary 3.05%
3 Healthcare 2.29%
4 Financials 2.02%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.54M 10.92%
74,306
+2,819
2
$5.77M 9.64%
107,425
+195
3
$5.54M 9.26%
12,895
+6
4
$3.97M 6.63%
59,282
-2,294
5
$3.83M 6.4%
33,942
-495
6
$3.35M 5.6%
44,809
-393
7
$2.91M 4.85%
22,699
+1,411
8
$2.18M 3.63%
23,684
9
$2.12M 3.54%
122,154
-486
10
$1.74M 2.91%
12,728
+8,427
11
$1.49M 2.49%
10,087
-94
12
$1.4M 2.33%
19,177
-1,178
13
$979K 1.63%
37,506
-18
14
$938K 1.57%
51,697
-37
15
$909K 1.52%
7,879
+120
16
$742K 1.24%
17,996
17
$633K 1.06%
24,296
-8
18
$614K 1.03%
4,900
+4,800
19
$603K 1.01%
2,627
20
$556K 0.93%
28,180
-658
21
$517K 0.86%
+5,200
22
$474K 0.79%
1,520
+2
23
$456K 0.76%
25,016
+192
24
$452K 0.75%
8,474
25
$447K 0.75%
19,593
1
2 3 4 5