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
$65.2M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$230K
3
+$201K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$87.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$67.7K

Top Sells

1
+$882K
2
+$255K
3
+$222K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K
5
IVW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.13M 9.4%
108,275
-2,560
2
$6.03M 9.24%
12,639
-535
3
$4.44M 6.81%
51,026
-10,141
4
$4.13M 6.34%
69,062
+3,836
5
$4.08M 6.25%
35,633
-743
6
$3.53M 5.41%
30,436
-1,914
7
$3.34M 5.13%
44,800
+141
8
$2.75M 4.22%
21,306
+122
9
$2.34M 3.58%
123,270
-330
10
$2.26M 3.46%
12,718
+4
11
$1.97M 3.02%
18,632
+1,899
12
$1.52M 2.33%
9,682
-111
13
$1.4M 2.14%
16,687
-1,204
14
$1.22M 1.88%
37,136
+21,838
15
$1.01M 1.55%
37,788
16
$941K 1.44%
8,246
+141
17
$791K 1.21%
17,777
-219
18
$731K 1.12%
5,200
19
$726K 1.11%
2,627
20
$709K 1.09%
4,900
21
$627K 0.96%
24,476
+8
22
$558K 0.86%
1,657
+22
23
$555K 0.85%
28,576
+20
24
$526K 0.81%
25,704
-8
25
$478K 0.73%
19,593
1
2 3 4 5