CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.83M 11.79%
15,715
+497
2
$6.92M 9.25%
97,378
-958
3
$5.79M 7.74%
223,215
+5,289
4
$3.78M 5.04%
82,719
+1,808
5
$3.29M 4.4%
14,825
-83
6
$2.71M 3.63%
35,882
-2,563
7
$2.64M 3.53%
119,731
+79
8
$2.6M 3.48%
44,638
+1,018
9
$2.21M 2.95%
2,673
+5
10
$1.86M 2.49%
76,515
-1,354
11
$1.59M 2.12%
55,112
-8
12
$1.58M 2.11%
4,212
+151
13
$1.47M 1.96%
14,047
+391
14
$1.44M 1.93%
7,566
+9
15
$1.21M 1.61%
12,995
+857
16
$1.1M 1.47%
40,854
-1,523
17
$1.06M 1.42%
40,582
-31
18
$973K 1.3%
10,684
-326
19
$929K 1.24%
18,158
+1,373
20
$922K 1.23%
18,144
+2,068
21
$870K 1.16%
21,774
+1,935
22
$782K 1.04%
7,215
+239
23
$740K 0.99%
13,718
-366
24
$728K 0.97%
17,444
+6
25
$712K 0.95%
28,419
+112
1
2 3 4 5