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
$47.5M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$582K
3
+$543K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$268K
5
MSFT icon
Microsoft
MSFT
+$242K

Top Sells

1
+$456K
2
+$257K
3
+$214K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K

Sector Composition

1 Consumer Discretionary 10.71%
2 Technology 6.36%
3 Healthcare 3.53%
4 Financials 2.02%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.39M 9.25%
222,440
+157,332
2
$4.25M 8.96%
11,854
-298
3
$4.08M 8.6%
93,070
+3,965
4
$3.12M 6.58%
38,935
+6,772
5
$2.44M 5.15%
46,367
+834
6
$2.11M 4.44%
80,323
+10,212
7
$1.92M 4.04%
13,883
+1,154
8
$1.73M 3.63%
122,175
+3
9
$1.65M 3.48%
18,961
+1,261
10
$1.61M 3.39%
37,487
+5,363
11
$1.49M 3.13%
15,466
-2,674
12
$1.47M 3.09%
13,967
+1,709
13
$1.06M 2.24%
8,254
-64
14
$849K 1.79%
2,627
15
$833K 1.76%
14,393
-1,585
16
$761K 1.6%
37,701
17
$708K 1.49%
5,200
18
$629K 1.33%
2,700
+1,037
19
$582K 1.23%
+24,124
20
$559K 1.18%
7,836
+75
21
$556K 1.17%
18,427
+650
22
$462K 0.97%
24,434
23
$410K 0.86%
4,252
-49
24
$407K 0.86%
28,970
+184
25
$382K 0.8%
19,593
1
2 3 4 5