CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$454K
3
+$124K
4
PLTR icon
Palantir
PLTR
+$90.5K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61.2K

Top Sells

1
+$46.5M
2
+$779K
3
+$156K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$119K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$79.1K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$656B
$9.6M 12.11%
15,463
-252
GPK icon
2
Graphic Packaging
GPK
$5.09B
$6.47M 8.16%
307,163
+83,948
EDV icon
3
Vanguard World Funds Extended Duration ETF
EDV
$4.03B
$5.77M 7.28%
85,798
-11,580
FBND icon
4
Fidelity Total Bond ETF
FBND
$21.1B
$3.71M 4.67%
80,989
-1,730
AAPL icon
5
Apple
AAPL
$3.67T
$2.99M 3.77%
14,583
-242
IEFA icon
6
iShares Core MSCI EAFE ETF
IEFA
$157B
$2.93M 3.7%
35,150
-732
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$60.4B
$2.92M 3.68%
119,423
-308
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$2.75M 3.46%
44,292
-346
MSFT icon
9
Microsoft
MSFT
$3.8T
$2.11M 2.66%
4,245
+33
LLY icon
10
Eli Lilly
LLY
$735B
$2.1M 2.65%
2,695
+22
SCHO icon
11
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$1.91M 2.41%
78,324
+1,809
ANGL icon
12
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
$1.63M 2.06%
55,647
+535
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$1.55M 1.95%
14,156
+109
IVE icon
14
iShares S&P 500 Value ETF
IVE
$41.4B
$1.5M 1.89%
7,681
+115
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$65.5B
$1.31M 1.65%
11,916
-1,079
SCHM icon
16
Schwab US Mid-Cap ETF
SCHM
$13.4B
$1.12M 1.42%
40,017
-565
NVDA icon
17
NVIDIA
NVDA
$4.43T
$1.12M 1.41%
7,082
-133
SCHP icon
18
Schwab US TIPS ETF
SCHP
$14.4B
$1.09M 1.38%
40,912
+58
FBCG icon
19
Fidelity Blue Chip Growth ETF
FBCG
$4.89B
$1.07M 1.36%
22,284
+510
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$178B
$1.04M 1.32%
18,289
+145
SPMD icon
21
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$1M 1.26%
18,401
+243
TLT icon
22
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$977K 1.23%
11,072
+388
SCHG icon
23
Schwab US Large-Cap Growth ETF
SCHG
$51.5B
$818K 1.03%
27,991
-428
BAC icon
24
Bank of America
BAC
$374B
$815K 1.03%
17,215
-229
IEMG icon
25
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$797K 1.01%
13,277
-441
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