C

Clearshares Portfolio holdings

AUM $133M
1-Year Est. Return 10.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.75M
3
+$2.48M
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$1.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.2M

Top Sells

1
+$3.72M
2
+$3.28M
3
+$2.93M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.9M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.47M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.39%
50,993
-53,767
27
$1.42M 1.37%
30,317
-74,444
28
$1.12M 1.08%
3,950
-13,675
29
$963K 0.93%
22,534
-13,448
30
$552K 0.53%
22,219
-117,817
31
$503K 0.49%
5,490
-69
32
– –
-28,831
33
– –
-28,610
1
2