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
$57.1M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$583K
3
+$341K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$275K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$157K

Top Sells

1
+$171K
2
+$106K
3
+$95.1K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$78.3K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$60K

Sector Composition

1 Consumer Discretionary 13.36%
2 Technology 6.75%
3 Healthcare 3.03%
4 Consumer Staples 1.94%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.77M 11.85%
265,615
+43,131
2
$4.86M 8.51%
11,831
-8
3
$4.63M 8.1%
92,455
+1,330
4
$3.66M 6.41%
44,103
+3,316
5
$2.78M 4.87%
41,608
-1,423
6
$2.61M 4.56%
93,039
+12,168
7
$2.27M 3.97%
13,743
+159
8
$1.97M 3.45%
122,376
-441
9
$1.87M 3.28%
19,356
+574
10
$1.8M 3.15%
36,857
-202
11
$1.57M 2.75%
14,237
-208
12
$1.53M 2.67%
62,514
-1,432
13
$1.19M 2.09%
7,849
-166
14
$1.1M 1.92%
11,043
-1,728
15
$975K 1.71%
21,203
+12,665
16
$940K 1.65%
3,260
+145
17
$923K 1.62%
14,451
-455
18
$922K 1.61%
2,684
+33
19
$866K 1.52%
38,283
+486
20
$746K 1.31%
5,200
21
$629K 1.1%
8,325
+444
22
$528K 0.93%
30,372
+1,310
23
$519K 0.91%
24,764
+268
24
$506K 0.89%
17,697
+26
25
$429K 0.75%
26,360
1
2 3 4 5