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
$70.9M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.96M
3
+$1.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.32M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$719K

Top Sells

1
+$5.3M
2
+$5.28M
3
+$5.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.22M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.96M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-26,382
27
– –
-54,401
28
– –
-17,641
29
– –
-32,387
30
– –
-43,640
31
– –
-27,236
32
– –
-118,694
33
– –
-57,789
1
2