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
$115M
AUM Growth
-$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.13M
3
+$1.12M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.08M

Top Sells

1
+$8.32M
2
+$4.97M
3
+$1.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.55%
21,619
-13,643
27
$1.62M 1.41%
87,972
28
$1.4M 1.22%
19,967
+7,161
29
$1.23M 1.07%
17,488
30
$1.16M 1.01%
8,637
31
$1.12M 0.97%
+43,305
32
$1.11M 0.96%
30,356
33
$1.08M 0.93%
+19,854
34
$1.02M 0.89%
20,253
35
– –
-24,584
36
– –
-6,406
1
2