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
$74.3M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$525K
3
+$313K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$309K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$268K

Top Sells

1
+$650K
2
+$630K
3
+$500K
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$419K

Sector Composition

1 Consumer Discretionary 9.6%
2 Technology 7.78%
3 Healthcare 3.85%
4 Financials 2%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.38M 11.28%
15,947
-350
2
$5.98M 8.04%
204,827
-21,576
3
$5.17M 6.95%
85,046
-10,699
4
$4.19M 5.64%
48,505
+3,620
5
$3.76M 5.06%
129,675
+10,645
6
$3.14M 4.22%
42,257
-605
7
$2.98M 4.01%
65,785
+29,459
8
$2.63M 3.54%
127,308
-312
9
$2.53M 3.41%
14,777
+205
10
$2.37M 3.19%
21,481
+712
11
$2.18M 2.94%
42,273
-3,393
12
$2.02M 2.71%
2,591
-32
13
$1.65M 2.22%
3,925
-39
14
$1.59M 2.14%
66,098
+11,126
15
$1.31M 1.76%
7,015
-104
16
$1.1M 1.48%
40,638
-3,015
17
$1.1M 1.48%
13,048
-1,137
18
$908K 1.22%
10,050
-490
19
$854K 1.15%
16,014
+1,355
20
$785K 1.06%
15,650
-705
21
$733K 0.99%
7,373
-63
22
$697K 0.94%
26,742
+1,074
23
$692K 0.93%
5,200
24
$669K 0.9%
28,864
-132
25
$669K 0.9%
17,634
+23
1
2 3 4 5