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
$57.7M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$136K
3
+$104K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$94.5K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$92K

Top Sells

1
+$276K
2
+$70.6K
3
+$47.2K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$33.2K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$30.6K

Sector Composition

1 Consumer Discretionary 10.66%
2 Technology 7.69%
3 Healthcare 3.77%
4 Financials 1.83%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.32M 9.22%
238,802
-12,404
2
$5.11M 8.86%
11,899
+93
3
$4.87M 8.44%
97,600
+2,090
4
$3.5M 6.07%
46,253
+2,070
5
$2.81M 4.88%
103,958
+3,161
6
$2.76M 4.78%
42,850
+766
7
$2.44M 4.23%
14,260
+130
8
$2.19M 3.8%
129,798
-12
9
$2.02M 3.51%
21,431
+951
10
$1.83M 3.17%
37,130
11
$1.47M 2.54%
2,731
+11
12
$1.32M 2.28%
54,938
-2,948
13
$1.29M 2.23%
29,585
+1,644
14
$1.15M 1.99%
7,458
-50
15
$1.14M 1.98%
3,610
+109
16
$969K 1.68%
14,164
-226
17
$928K 1.61%
41,130
+57
18
$801K 1.39%
10,870
+1,840
19
$709K 1.23%
7,317
-316
20
$576K 1%
22,832
+3,744
21
$554K 0.96%
5,200
22
$547K 0.95%
26,430
-56
23
$546K 0.95%
32,134
+8
24
$540K 0.94%
29,696
+152
25
$539K 0.94%
5,199
-86
1
2 3 4 5