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
1
$8.63M 6.9%
12,806
2
$8.32M 6.65%
+24,584
3
$4.97M 3.97%
+6,406
4
$4.96M 3.96%
+24,976
5
$4.86M 3.88%
+17,362
6
$4.8M 3.84%
88,518
7
$4.62M 3.69%
+29,955
8
$4.59M 3.67%
118,330
9
$4.47M 3.57%
93,591
10
$4.42M 3.54%
295,608
11
$4.42M 3.53%
80,712
12
$4.41M 3.52%
+44,772
13
$4.34M 3.47%
75,723
14
$4.34M 3.47%
14,202
-1,665
15
$4.27M 3.41%
138,436
16
$4.24M 3.39%
48,062
17
$4.12M 3.29%
68,684
18
$3.82M 3.05%
102,580
19
$3.82M 3.05%
32,316
20
$3.34M 2.67%
+83,978
21
$3.04M 2.43%
30,355
+76
22
$3.03M 2.42%
32,540
23
$2.91M 2.33%
+35,262
24
$2.85M 2.28%
24,260
25
$2.85M 2.28%
101,628
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