CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$451K
3
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

1
+$765K
2
+$458K
3
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.6M 12.11%
15,463
-252
2
$6.47M 8.16%
307,163
+83,948
3
$5.77M 7.28%
85,798
-11,580
4
$3.71M 4.67%
80,989
-1,730
5
$2.99M 3.77%
14,583
-242
6
$2.93M 3.7%
35,150
-732
7
$2.92M 3.68%
119,423
-308
8
$2.75M 3.46%
44,292
-346
9
$2.11M 2.66%
4,245
+33
10
$2.1M 2.65%
2,695
+22
11
$1.91M 2.41%
78,324
+1,809
12
$1.63M 2.06%
55,647
+535
13
$1.55M 1.95%
14,156
+109
14
$1.5M 1.89%
7,681
+115
15
$1.31M 1.65%
11,916
-1,079
16
$1.12M 1.42%
40,017
-565
17
$1.12M 1.41%
7,082
-133
18
$1.09M 1.38%
40,912
+58
19
$1.07M 1.36%
22,284
+510
20
$1.04M 1.32%
18,289
+145
21
$1M 1.26%
18,401
+243
22
$977K 1.23%
11,072
+388
23
$818K 1.03%
27,991
-428
24
$815K 1.03%
17,215
-229
25
$797K 1.01%
13,277
-441
1
2 3 4 5