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
$51.1M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$87.2K
3
+$83.9K
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$35.8K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$35.5K

Top Sells

1
+$3.51M
2
+$2.03M
3
+$2.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.25M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03M

Sector Composition

1 Technology 6.6%
2 Healthcare 3.13%
3 Financials 2.45%
4 Consumer Discretionary 2.15%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.3M 10.38%
11,678
-961
2
$4.57M 8.94%
85,070
-23,205
3
$3.29M 6.45%
30,407
-29
4
$3.09M 6.06%
44,490
-310
5
$2.22M 4.35%
12,722
+4
6
$2.22M 4.34%
123,591
+321
7
$2.18M 4.26%
71,622
+34,486
8
$1.83M 3.58%
16,947
-18,686
9
$1.81M 3.54%
32,516
-36,546
10
$1.8M 3.53%
17,159
-1,473
11
$1.63M 3.18%
13,047
-8,259
12
$1.29M 2.53%
8,299
-1,383
13
$1.11M 2.18%
14,565
-2,122
14
$961K 1.88%
38,007
+219
15
$833K 1.63%
5,200
16
$752K 1.47%
2,627
17
$733K 1.44%
17,777
18
$691K 1.35%
8,395
-42,631
19
$684K 1.34%
4,900
20
$583K 1.14%
24,624
+148
21
$535K 1.05%
29,128
+552
22
$512K 1%
1,660
+3
23
$496K 0.97%
4,634
-3,612
24
$487K 0.95%
26,060
+356
25
$466K 0.91%
19,593
1
2 3 4 5