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
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.78M 10.96%
16,297
+4,398
2
$5.58M 7.86%
226,403
-12,399
3
$5.31M 7.47%
95,745
-1,855
4
$3.97M 5.58%
44,885
-1,368
5
$3.43M 4.82%
119,030
+15,072
6
$3.02M 4.25%
42,862
+12
7
$2.81M 3.95%
14,572
+312
8
$2.4M 3.38%
127,620
-2,178
9
$2.31M 3.25%
45,666
+8,536
10
$2.25M 3.17%
20,769
-662
11
$1.67M 2.35%
36,326
+6,741
12
$1.53M 2.15%
2,623
-108
13
$1.49M 2.1%
3,964
+354
14
$1.33M 1.88%
54,972
+34
15
$1.24M 1.74%
7,119
-339
16
$1.1M 1.54%
43,653
+2,523
17
$1.07M 1.5%
14,185
+21
18
$783K 1.1%
+16,355
19
$739K 1.04%
5,200
20
$733K 1.03%
7,436
+119
21
$714K 1.01%
+14,659
22
$670K 0.94%
25,668
+2,836
23
$601K 0.85%
28,996
-700
24
$593K 0.83%
17,611
-247
25
$581K 0.82%
24,590
-1,840
1
2 3 4 5