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
$61.7M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$882K
3
+$420K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$367K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$267K

Top Sells

1
+$1.15M
2
+$717K
3
+$587K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$193K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$95K

Sector Composition

1 Technology 4.59%
2 Healthcare 2.23%
3 Financials 2.01%
4 Consumer Discretionary 1.79%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.83M 9.45%
110,835
+3,410
2
$5.68M 9.2%
13,174
+279
3
$5.35M 8.67%
61,167
-13,139
4
$4.03M 6.53%
65,226
+5,944
5
$3.97M 6.43%
36,376
+2,434
6
$3.32M 5.37%
44,659
-150
7
$3.29M 5.33%
32,350
+8,666
8
$2.71M 4.38%
21,184
-1,515
9
$2.14M 3.47%
123,600
+1,446
10
$1.8M 2.91%
12,714
-14
11
$1.77M 2.86%
+16,733
12
$1.42M 2.31%
9,793
-294
13
$1.32M 2.14%
17,891
-1,286
14
$966K 1.56%
37,788
+282
15
$931K 1.51%
8,105
+226
16
$764K 1.24%
17,996
17
$653K 1.06%
4,900
18
$612K 0.99%
24,468
+172
19
$607K 0.98%
2,627
20
$553K 0.9%
28,556
+376
21
$506K 0.82%
15,298
+12,686
22
$498K 0.81%
5,200
23
$476K 0.77%
25,712
+696
24
$461K 0.75%
1,635
+2
25
$451K 0.73%
1,535
+15
1
2 3 4 5