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
$51.6M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$153K
3
+$120K
4
MSFT icon
Microsoft
MSFT
+$99.5K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$50.9K

Top Sells

1
+$261K
2
+$206K
3
+$94.1K
4
TTEK icon
Tetra Tech
TTEK
+$39K
5
AAPL icon
Apple
AAPL
+$38.9K

Sector Composition

1 Consumer Discretionary 11.1%
2 Technology 5.78%
3 Healthcare 3.62%
4 Consumer Staples 2.13%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.95M 9.59%
222,484
+44
2
$4.55M 8.81%
11,839
-15
3
$4.41M 8.54%
91,125
-1,945
4
$3.36M 6.52%
40,787
+1,852
5
$2.65M 5.14%
43,031
-3,336
6
$2.19M 4.23%
80,871
+548
7
$1.85M 3.58%
122,817
+642
8
$1.78M 3.44%
18,782
-179
9
$1.76M 3.42%
13,584
-299
10
$1.73M 3.35%
37,059
-428
11
$1.54M 2.99%
63,946
+39,822
12
$1.54M 2.98%
14,445
+478
13
$1.24M 2.4%
12,771
-2,695
14
$1.16M 2.25%
8,015
-239
15
$970K 1.88%
2,651
+24
16
$872K 1.69%
14,906
+513
17
$827K 1.6%
37,797
+96
18
$747K 1.45%
3,115
+415
19
$735K 1.42%
5,200
20
$585K 1.13%
17,671
-756
21
$580K 1.12%
7,881
+45
22
$496K 0.96%
24,496
+62
23
$468K 0.91%
29,062
+92
24
$443K 0.86%
4,568
+316
25
$431K 0.83%
19,593
1
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