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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
ADBE icon
226
Adobe
ADBE
$89.4B
$729 ﹤0.01%
+3
New +$831
CMCSA icon
227
Comcast
CMCSA
$84.1B
$718 ﹤0.01%
+25
New +$748
COIN icon
228
Coinbase
COIN
$43.3B
$524 ﹤0.01%
+3
New +$591
VCSH icon
229
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$476 ﹤0.01%
+6
New +$478
ABNB icon
230
Airbnb
ABNB
$89B
$379 ﹤0.01%
+3
New +$390
MSTR icon
231
Strategy Inc
MSTR
$35.6B
$374 ﹤0.01%
+3
New +$429
CELH icon
232
Celsius Holdings
CELH
$7.77B
$248 ﹤0.01%
+7
New +$332
HUBS icon
233
HubSpot
HUBS
$10.9B
$244 ﹤0.01%
+1
New +$281
KRNY icon
234
Kearny Financial
KRNY
$598M
$227 ﹤0.01%
+30
New +$231
FNF icon
235
Fidelity National Financial
FNF
$13.6B
$190 ﹤0.01%
+4
New +$208
DXC icon
236
DXC Technology
DXC
$1.53B
$184 ﹤0.01%
+15
New +$201
DIS icon
237
Walt Disney
DIS
$170B
$99 ﹤0.01%
+1
New +$106
PCY icon
238
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$84 ﹤0.01%
+4
New +$86
SNAP icon
239
Snap
SNAP
$8.04B
$46 ﹤0.01%
+10
New +$59
VSNT
240
Versant Media Group
VSNT
$5.1B
$37 ﹤0.01%
+1
New +$34
CNNE icon
241
Cannae Holdings
CNNE
$665M
$12 ﹤0.01%
+1
New +$13
6 7 8 9
10

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PC
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CMU
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PCOTEOTHU
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CSTB
Charles Schwab Trust Bank Henderson, Nevada $63.3M AUM 9.73% 1-Year Est. Return