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
$111M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$841K
3
+$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$468K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$270K

Top Sells

1
+$1.56M
2
+$502K
3
+$481K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$429K
5
VUG icon
Vanguard Growth ETF
VUG
+$402K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 2.02%
54,052
-10,400
27
$1.74M 1.57%
28,831
+9,659
28
$1.73M 1.57%
17,070
-197
29
$1.57M 1.42%
26,359
-303
30
$1.57M 1.42%
35,982
-35,877
31
$1.41M 1.27%
7,542
+1,445
32
$509K 0.46%
5,559
-70
33
$306K 0.28%
5,386
-32
1
2