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
$59.6M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$289K
3
+$215K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$160K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$130K

Top Sells

1
+$964K
2
+$346K
3
+$333K
4
HD icon
Home Depot
HD
+$122K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$111K

Sector Composition

1 Consumer Discretionary 11.66%
2 Technology 8.02%
3 Healthcare 3.4%
4 Consumer Staples 1.88%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.04M 10.12%
251,206
-14,409
2
$5.26M 8.82%
11,806
-25
3
$5M 8.38%
95,510
+3,055
4
$3.69M 6.19%
44,183
+80
5
$2.84M 4.76%
42,084
+476
6
$2.8M 4.69%
100,797
+7,758
7
$2.74M 4.6%
14,130
+387
8
$2.27M 3.8%
129,810
+7,434
9
$2.04M 3.42%
20,480
+1,124
10
$1.83M 3.07%
37,130
+273
11
$1.39M 2.33%
57,886
-4,628
12
$1.28M 2.14%
2,720
+36
13
$1.27M 2.13%
27,941
+6,738
14
$1.21M 2.03%
7,508
-341
15
$1.19M 2%
3,501
+241
16
$1.01M 1.7%
14,390
-61
17
$972K 1.63%
41,073
+2,790
18
$746K 1.25%
5,200
19
$745K 1.25%
7,633
-3,410
20
$678K 1.14%
9,030
+705
21
$580K 0.97%
26,486
+1,722
22
$573K 0.96%
32,126
+1,754
23
$569K 0.95%
5,285
-8,952
24
$554K 0.93%
29,544
+3,184
25
$512K 0.86%
17,842
+145
1
2 3 4 5