CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$362K
3
+$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

1
+$2.62M
2
+$2.13M
3
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$923K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$720K

Sector Composition

1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.14M 10.9%
12,156
-3,307
2
$5.89M 7.88%
85,986
+188
3
$4.11M 5.51%
88,870
+7,881
4
$3.76M 5.03%
14,756
+173
5
$3.66M 4.9%
186,865
-120,298
6
$2.98M 3.99%
112,956
-6,467
7
$2.19M 2.93%
4,229
-16
8
$2.08M 2.78%
2,721
+26
9
$1.95M 2.62%
29,934
-14,358
10
$1.76M 2.36%
59,312
+3,665
11
$1.68M 2.25%
19,258
-15,892
12
$1.34M 1.8%
24,994
+2,710
13
$1.22M 1.63%
6,537
-545
14
$1.22M 1.63%
20,310
+2,021
15
$1.2M 1.61%
10,109
-4,047
16
$1.19M 1.59%
48,714
-29,610
17
$1.18M 1.59%
39,947
-70
18
$1.15M 1.54%
20,112
+1,711
19
$969K 1.3%
10,841
-231
20
$955K 1.28%
35,451
-5,461
21
$907K 1.22%
4,392
-3,289
22
$888K 1.19%
17,216
+1
23
$855K 1.15%
26,798
-1,193
24
$702K 0.94%
3,196
-261
25
$689K 0.92%
5,703
-6,213
1
2 3 4 5