CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.9M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$225K
3
+$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
+$490K
2
+$465K
3
+$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
$844B
$7.5M 11.74%
11,479
-309
EDV icon
2
Vanguard World Funds Extended Duration ETF
EDV
$3.88B
$5.24M 8.19%
80,608
-2,972
FBND icon
3
Fidelity Total Bond ETF
FBND
$25.9B
$4.54M 7.11%
99,609
+2,570
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$72.5B
$2.89M 4.52%
112,662
LLY icon
5
Eli Lilly
LLY
$985B
$2.52M 3.94%
2,740
+17
GPK icon
6
Graphic Packaging
GPK
$3.33B
$1.88M 2.94%
188,690
+1,825
AAPL icon
7
Apple
AAPL
$4.58T
$1.6M 2.5%
6,294
+94
SPMD icon
8
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.5B
$1.58M 2.47%
26,617
+3,357
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$1.58M 2.47%
54,871
-7,050
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$231B
$1.51M 2.36%
23,549
+926
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$119B
$1.47M 2.3%
21,748
-6,011
FBCG icon
12
Fidelity Blue Chip Growth ETF
FBCG
$6.87B
$1.39M 2.18%
27,831
+2,408
SCHM icon
13
Schwab US Mid-Cap ETF
SCHM
$14.6B
$1.24M 1.93%
39,907
+6
MSFT icon
14
Microsoft
MSFT
$3.34T
$1.2M 1.88%
3,246
+182
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$104B
$1.2M 1.87%
9,621
-458
SCHO icon
16
Schwab Short-Term US Treasury ETF
SCHO
$12.6B
$1.19M 1.87%
49,167
-3,220
NVDA icon
17
NVIDIA
NVDA
$5.11T
$1.02M 1.6%
5,845
-176
SCHP icon
18
Schwab US TIPS ETF
SCHP
$15.6B
$992K 1.55%
37,296
+987
TLT icon
19
iShares 20+ Year Treasury Bond ETF
TLT
$43.7B
$955K 1.49%
11,017
-29
BAC icon
20
Bank of America
BAC
$366B
$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
$4.61T
$749K 1.17%
2,605
+125
AMZN icon
23
Amazon
AMZN
$2.91T
$690K 1.08%
3,315
+259
SCHA icon
24
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$663K 1.04%
22,793
MUNI icon
25
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.93B
$649K 1.02%
12,439
+9
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