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
$76.7M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$363K
3
+$297K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$255K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$249K

Top Sells

1
+$325K
2
+$320K
3
+$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$285K
5
NVDA icon
NVIDIA
NVDA
+$199K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.94M 11.66%
16,341
+394
2
$5.59M 7.28%
213,181
+8,354
3
$5.23M 6.81%
89,293
+4,247
4
$4.07M 5.3%
48,555
+50
5
$3.81M 4.97%
134,617
+4,942
6
$3.21M 4.19%
71,464
+5,679
7
$3.14M 4.09%
14,902
+125
8
$2.85M 3.71%
26,715
+5,234
9
$2.78M 3.63%
38,293
-3,964
10
$2.74M 3.57%
128,004
+696
11
$2.35M 3.06%
2,590
-1
12
$1.98M 2.58%
36,949
-5,324
13
$1.95M 2.55%
81,198
+15,100
14
$1.8M 2.34%
4,021
+96
15
$1.36M 1.77%
7,463
+448
16
$1.18M 1.54%
12,756
-292
17
$1.05M 1.37%
40,644
+6
18
$1.04M 1.36%
8,438
-1,612
19
$993K 1.29%
38,172
+11,430
20
$825K 1.08%
16,079
+65
21
$794K 1.03%
18,704
+4,335
22
$781K 1.02%
15,796
+146
23
$737K 0.96%
7,403
+30
24
$722K 0.94%
28,632
-232
25
$700K 0.91%
17,606
-28
1
2 3 4 5