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
$125M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$4.97M
3
+$4.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.86M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.62M

Top Sells

1
+$1.55M
2
+$509K
3
+$417K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 2.27%
34,103
27
$2.5M 2%
48,610
+12,822
28
$2.31M 1.85%
7,583
29
$1.5M 1.2%
87,972
30
$1.24M 0.99%
+17,488
31
$1.16M 0.93%
+8,637
32
$1.05M 0.84%
+11,114
33
$1.05M 0.84%
30,356
+16,144
34
$1.02M 0.82%
20,253
+7,966
35
– –
-148,614
36
– –
-14,334
1
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