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
$77.7M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$216K
3
+$209K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145K
5
PLTR icon
Palantir
PLTR
+$93.2K

Top Sells

1
+$175K
2
+$118K
3
+$116K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$58.7K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.9K

Sector Composition

1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.96M 11.53%
15,218
-197
2
$6.66M 8.57%
98,336
+3,093
3
$5.92M 7.62%
217,926
+9,981
4
$3.73M 4.81%
14,908
-94
5
$3.63M 4.67%
80,911
+4,822
6
$2.77M 3.57%
119,652
-594
7
$2.72M 3.5%
43,620
-609
8
$2.7M 3.48%
38,445
+2,066
9
$2.32M 2.99%
4,004
+60
10
$2.06M 2.65%
2,668
+8
11
$1.87M 2.41%
77,869
+1,617
12
$1.71M 2.2%
4,061
-5
13
$1.58M 2.03%
55,120
+2,523
14
$1.57M 2.03%
13,656
-109
15
$1.44M 1.86%
7,557
+34
16
$1.23M 1.59%
12,138
-1,160
17
$1.13M 1.45%
40,613
-49
18
$1.09M 1.41%
42,377
+2,983
19
$962K 1.24%
11,010
+1,049
20
$937K 1.21%
6,976
-1,303
21
$918K 1.18%
16,785
+276
22
$918K 1.18%
19,839
-1,269
23
$789K 1.02%
28,307
-325
24
$769K 0.99%
16,076
+237
25
$766K 0.99%
17,438
-169
1
2 3 4 5