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
$102M
AUM Growth
-$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$739K
3
+$724K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$710K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$265K

Top Sells

1
+$3.79M
2
+$1.47M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.16M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$658K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$234K 0.23%
4,628
-372
27
– –
-144,157
28
– –
-3,950
1
2