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
$45.2M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$183K
3
+$180K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$160K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$99.5K

Top Sells

1
+$132K
2
+$113K
3
+$89.9K
4
MDT icon
Medtronic
MDT
+$67K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$60.5K

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 4.34%
3 Healthcare 3.54%
4 Consumer Staples 2.16%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.61M 10.18%
12,152
+474
2
$4.03M 8.91%
89,105
+4,035
3
$2.93M 6.48%
32,163
+1,756
4
$2.68M 5.92%
45,533
+1,043
5
$1.89M 4.19%
70,111
-1,511
6
$1.84M 4.07%
18,140
+981
7
$1.82M 4.02%
122,172
-1,419
8
$1.74M 3.85%
12,729
+7
9
$1.64M 3.62%
17,700
+753
10
$1.58M 3.48%
32,124
-392
11
$1.4M 3.09%
12,258
-789
12
$1.33M 2.95%
65,108
+50,964
13
$1.14M 2.53%
8,318
+19
14
$964K 2.13%
15,978
+1,413
15
$852K 1.88%
2,627
16
$810K 1.79%
5,200
17
$788K 1.74%
37,701
-306
18
$571K 1.26%
7,761
-634
19
$553K 1.22%
17,777
20
$536K 1.18%
4,900
21
$476K 1.05%
24,434
-190
22
$453K 1%
28,786
-342
23
$437K 0.97%
4,301
-333
24
$427K 0.94%
1,663
+3
25
$408K 0.9%
19,593
1
2 3 4 5