CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$480K
2
+$364K
3
+$194K
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$188K
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$145K

Top Sells

1
+$2.35M
2
+$2.21M
3
+$1.39M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$937K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$750K

Sector Composition

1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$733B
$8.14M 10.9%
12,156
-3,307
EDV icon
2
Vanguard World Funds Extended Duration ETF
EDV
$4.07B
$5.89M 7.88%
85,986
+188
FBND icon
3
Fidelity Total Bond ETF
FBND
$22.8B
$4.11M 5.51%
88,870
+7,881
AAPL icon
4
Apple
AAPL
$4.12T
$3.76M 5.03%
14,756
+173
GPK icon
5
Graphic Packaging
GPK
$4.78B
$3.66M 4.9%
186,865
-120,298
SCHX icon
6
Schwab US Large- Cap ETF
SCHX
$62.9B
$2.98M 3.99%
112,956
-6,467
MSFT icon
7
Microsoft
MSFT
$3.66T
$2.19M 2.93%
4,229
-16
LLY icon
8
Eli Lilly
LLY
$963B
$2.08M 2.78%
2,721
+26
IJH icon
9
iShares Core S&P Mid-Cap ETF
IJH
$101B
$1.95M 2.62%
29,934
-14,358
ANGL icon
10
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$1.76M 2.36%
59,312
+3,665
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$160B
$1.68M 2.25%
19,258
-15,892
FBCG icon
12
Fidelity Blue Chip Growth ETF
FBCG
$5.2B
$1.34M 1.8%
24,994
+2,710
NVDA icon
13
NVIDIA
NVDA
$4.3T
$1.22M 1.63%
6,537
-545
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$185B
$1.22M 1.63%
20,310
+2,021
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$88.2B
$1.2M 1.61%
10,109
-4,047
SCHO icon
16
Schwab Short-Term US Treasury ETF
SCHO
$12.4B
$1.19M 1.59%
48,714
-29,610
SCHM icon
17
Schwab US Mid-Cap ETF
SCHM
$12.2B
$1.18M 1.59%
39,947
-70
SPMD icon
18
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
$1.15M 1.54%
20,112
+1,711
TLT icon
19
iShares 20+ Year Treasury Bond ETF
TLT
$50.2B
$969K 1.3%
10,841
-231
SCHP icon
20
Schwab US TIPS ETF
SCHP
$14.8B
$955K 1.28%
35,451
-5,461
IVE icon
21
iShares S&P 500 Value ETF
IVE
$47.2B
$907K 1.22%
4,392
-3,289
BAC icon
22
Bank of America
BAC
$392B
$888K 1.19%
17,216
+1
SCHG icon
23
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$855K 1.15%
26,798
-1,193
AMZN icon
24
Amazon
AMZN
$2.49T
$702K 0.94%
3,196
-261
IVW icon
25
iShares S&P 500 Growth ETF
IVW
$66.8B
$689K 0.92%
5,703
-6,213
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