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
$76.9M
AUM Growth
+$174K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$932K
3
+$216K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$124K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$110K

Top Sells

1
+$4.24M
2
+$2.81M
3
+$2.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.34M

Sector Composition

1 Consumer Discretionary 9.62%
2 Technology 9.17%
3 Healthcare 4.1%
4 Financials 2.07%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.89M 11.57%
15,415
-926
2
$7.59M 9.87%
+95,243
3
$6.15M 8%
207,945
-5,236
4
$3.56M 4.63%
76,089
+4,625
5
$3.5M 4.55%
15,002
+100
6
$2.84M 3.69%
36,379
-1,914
7
$2.76M 3.59%
44,229
-45,064
8
$2.72M 3.54%
120,246
-7,758
9
$2.36M 3.07%
2,660
+70
10
$1.87M 2.43%
76,252
-4,946
11
$1.75M 2.28%
4,066
+45
12
$1.61M 2.09%
13,765
-12,950
13
$1.55M 2.01%
52,597
-82,020
14
$1.48M 1.93%
7,523
+60
15
$1.27M 1.66%
13,298
+542
16
$1.13M 1.46%
40,662
+18
17
$1.06M 1.37%
39,394
+1,222
18
$1.01M 1.31%
8,279
-159
19
$977K 1.27%
9,961
+9,501
20
$903K 1.17%
21,108
+2,404
21
$903K 1.17%
16,509
+430
22
$837K 1.09%
15,839
+43
23
$780K 1.01%
13,581
-23,368
24
$746K 0.97%
28,632
25
$699K 0.91%
17,607
+1
1
2 3 4 5