CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+6.8%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$65.2M
AUM Growth
+$65.2M
(+5.7%)
Cap. Flow
-$338K
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
59.83%
Holding
152
New
1
Increased
48
Reduced
28
Closed
–
Top Buys
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$720K |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$230K |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$201K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$87.2K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$67.7K |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$882K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$255K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$222K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$145K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$101K |
Sector Composition
| 1 | Technology | 5.41% |
| 2 | Healthcare | 2.42% |
| 3 | Financials | 1.96% |
| 4 | Consumer Discretionary | 1.91% |
| 5 | Communication Services | 1.68% |
