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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
-2.71%
1 Year Est. Return
+11.37%
3 Year Est. Return
+37.84%
5 Year Est. Return
+37.18%
10 Year Est. Return
+103.92%
AUM
$63.9M
AUM Growth
+$3.62M
Cap. Flow
+$6.43M
Cap. Flow %
10.06%
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–

Top Buys

1
XOM icon
ExxonMobil
XOM
+$238K
2
CLOI icon
VanEck CLO ETF
CLOI
+$225K
3
LMT icon
Lockheed Martin
LMT
+$208K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$206K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$204K

Top Sells

1
IVE icon
iShares S&P 500 Value ETF
IVE
+$490K
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$465K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$458K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$211K

Sector Composition

1 Technology 7.56%
2 Consumer Discretionary 4.49%
3 Healthcare 4.48%
4 Financials 2.78%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$894B
$7.5M 11.74%
11,479
-309
-3% -$211K
EDV icon
2
Vanguard World Funds Extended Duration ETF
EDV
$3.35B
$5.24M 8.19%
80,608
-2,972
-4% -$196K
FBND icon
3
Fidelity Total Bond ETF
FBND
$26.9B
$4.54M 7.11%
99,609
+2,570
+3% +$119K
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$72.7B
$2.89M 4.52%
112,662
– –
LLY icon
5
Eli Lilly
LLY
$1.02T
$2.52M 3.94%
2,740
+17
+0.6% +$17.2K
GPK icon
6
Graphic Packaging
GPK
$3.18B
$1.88M 2.94%
188,690
+1,825
+1% +$23K
AAPL icon
7
Apple
AAPL
$4.76T
$1.6M 2.5%
6,294
+94
+2% +$24.5K
SPMD icon
8
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$1.58M 2.47%
26,617
+3,357
+14% +$204K
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$1.58M 2.47%
54,871
-7,050
-11% -$207K
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$229B
$1.51M 2.36%
23,549
+926
+4% +$61.1K
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.47M 2.3%
21,748
-6,011
-22% -$417K
FBCG icon
12
Fidelity Blue Chip Growth ETF
FBCG
$6.98B
$1.39M 2.18%
27,831
+2,408
+9% +$128K
SCHM icon
13
Schwab US Mid-Cap ETF
SCHM
$14.7B
$1.24M 1.93%
39,907
+6
+0% +$191
MSFT icon
14
Microsoft
MSFT
$2.94T
$1.2M 1.88%
3,246
+182
+6% +$76.2K
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.2M 1.87%
9,621
-458
-5% -$58.2K
SCHO icon
16
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$1.19M 1.87%
49,167
-3,220
-6% -$78.4K
NVDA icon
17
NVIDIA
NVDA
$5.07T
$1.02M 1.6%
5,845
-176
-3% -$32.3K
SCHP icon
18
Schwab US TIPS ETF
SCHP
$16.5B
$992K 1.55%
37,296
+987
+3% +$26.3K
TLT icon
19
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$955K 1.49%
11,017
-29
-0.3% -$2.55K
BAC icon
20
Bank of America
BAC
$434B
$827K 1.29%
16,954
– –
SCHG icon
21
Schwab US Large-Cap Growth ETF
SCHG
$60.8B
$778K 1.22%
26,714
– –
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.5T
$749K 1.17%
2,605
+125
+5% +$39.3K
AMZN icon
23
Amazon
AMZN
$2.75T
$690K 1.08%
3,315
+259
+8% +$57K
SCHA icon
24
Schwab U.S Small- Cap ETF
SCHA
$23B
$663K 1.04%
22,793
– –
MUNI icon
25
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.07B
$649K 1.02%
12,439
+9
+0.1% +$475
1
2 3 4 5

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