CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.3M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$287K
3
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

1
+$2.3M
2
+$650K
3
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$753B
$8.07M 13.4%
11,788
-368
EDV icon
2
Vanguard World Funds Extended Duration ETF
EDV
$4.13B
$5.43M 9.01%
83,580
-2,406
FBND icon
3
Fidelity Total Bond ETF
FBND
$24.7B
$4.47M 7.41%
97,039
+8,169
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$64.1B
$3.03M 5.03%
112,662
-294
LLY icon
5
Eli Lilly
LLY
$992B
$2.93M 4.86%
2,723
+2
GPK icon
6
Graphic Packaging
GPK
$3.61B
$2.81M 4.67%
186,865
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$112B
$1.83M 3.04%
27,759
-2,175
ANGL icon
8
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.16B
$1.82M 3.02%
61,921
+2,609
AAPL icon
9
Apple
AAPL
$3.88T
$1.69M 2.8%
6,200
-8,556
MSFT icon
10
Microsoft
MSFT
$2.92T
$1.48M 2.46%
3,064
-1,165
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$219B
$1.41M 2.34%
22,623
+2,313
FBCG icon
12
Fidelity Blue Chip Growth ETF
FBCG
$5.36B
$1.39M 2.31%
25,423
+429
SPMD icon
13
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.5B
$1.35M 2.23%
23,260
+3,148
SCHO icon
14
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.28M 2.12%
52,387
+3,673
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$95.7B
$1.21M 2.01%
10,079
-30
SCHM icon
16
Schwab US Mid-Cap ETF
SCHM
$13.4B
$1.2M 1.99%
39,901
-46
NVDA icon
17
NVIDIA
NVDA
$4.31T
$1.12M 1.86%
6,021
-516
IEFA icon
18
iShares Core MSCI EAFE ETF
IEFA
$181B
$1.07M 1.77%
11,909
-7,349
TLT icon
19
iShares 20+ Year Treasury Bond ETF
TLT
$45.7B
$963K 1.6%
11,046
+205
SCHP icon
20
Schwab US TIPS ETF
SCHP
$15.5B
$962K 1.6%
36,309
+858
BAC icon
21
Bank of America
BAC
$359B
$932K 1.55%
16,954
-262
SCHG icon
22
Schwab US Large-Cap Growth ETF
SCHG
$50.4B
$871K 1.45%
26,714
-84
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$3.77T
$776K 1.29%
2,480
-228
AMZN icon
24
Amazon
AMZN
$2.25T
$705K 1.17%
3,056
-140
MUNI icon
25
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.75B
$651K 1.08%
12,430
+10
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