CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Est. Return
7.34%
1 Year Est. Return
+7.34%
AUM
$79.3M
AUM Growth
+$4.41M
(+5.9%)
Holding
235
Top Buys
| 1 | +$1.77M | |
| 2 | +$454K | |
| 3 | +$124K | |
| 4 |
Palantir
PLTR
|
+$90.5K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$61.2K |
Top Sells
| 1 | +$46.5M | |
| 2 | +$779K | |
| 3 | +$156K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$119K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
226
Walt Disney
DIS
$199B
| $126 | ﹤0.01% |
1
|
|
||
227
Snap
SNAP
$12.9B
| $87 | ﹤0.01% |
10
|
|
||
228
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
| $82 | ﹤0.01% |
4
|
|
||
229
Cannae Holdings
CNNE
$1.07B
| $22 | ﹤0.01% |
1
|
|
||
230
Corteva
CTVA
$41.7B
| – | – |
0
|
|
||
231
DuPont de Nemours
DD
$33.3B
| – | – |
0
|
|
||
232
Essential Properties Realty Trust
EPRT
$6.12B
| – | – |
0
|
|
||
233
iShares Global Energy ETF
IXC
$1.82B
| – | – |
0
|
|
||
234
Paychex
PAYX
$45.5B
| – | – |
-197
|
|