C

Clearshares Portfolio holdings

AUM $133M
1-Year Est. Return 10.79%
This Quarter Est. Return
1 Year Est. Return
+10.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$5.28M
3
+$5.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.11M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 2.12%
+42,888
27
$2.04M 1.82%
+86,638
28
$1.75M 1.57%
+17,267
29
$1.61M 1.44%
+26,653
30
$1.16M 1.04%
+19,298
31
$595K 0.53%
+3,974
32
$514K 0.46%
+5,627
1
2