CIR
Clear Investment Research Portfolio holdings
AUM
$63.9M
1-Year Est. Return
11.42%
This Fund
S&P 500
1 Year Est. Return
+11.42%
AUM
$63.9M
AUM Growth
+$3.62M
(+6%)
Holding
241
Top Buys
| 1 | +$238K | |
| 2 | +$225K | |
| 3 | +$208K | |
| 4 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$206K |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$204K |
Top Sells
| 1 | +$490K | |
| 2 | +$465K | |
| 3 | +$458K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$417K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
226
Adobe
ADBE
$105B
| $729 | ﹤0.01% |
+3
|
|
||
227
Comcast
CMCSA
$88.8B
| $718 | ﹤0.01% |
+25
|
|
||
228
Coinbase
COIN
$49.8B
| $524 | ﹤0.01% |
+3
|
|
||
229
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.5B
| $476 | ﹤0.01% |
+6
|
|
||
230
Airbnb
ABNB
$79.1B
| $379 | ﹤0.01% |
+3
|
|
||
231
Strategy Inc
MSTR
$55.9B
| $374 | ﹤0.01% |
+3
|
|
||
232
Celsius Holdings
CELH
$8.51B
| $248 | ﹤0.01% |
+7
|
|
||
233
HubSpot
HUBS
$11.3B
| $244 | ﹤0.01% |
+1
|
|
||
234
Kearny Financial
KRNY
$519M
| $227 | ﹤0.01% |
+30
|
|
||
235
Fidelity National Financial
FNF
$12.7B
| $190 | ﹤0.01% |
+4
|
|
||
236
DXC Technology
DXC
$1.62B
| $184 | ﹤0.01% |
+15
|
|
||
237
Walt Disney
DIS
$177B
| $99 | ﹤0.01% |
+1
|
|
||
238
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
| $84 | ﹤0.01% |
+4
|
|
||
239
Snap
SNAP
$9.46B
| $46 | ﹤0.01% |
+10
|
|
||
|
VSNT
240
Versant Media Group
VSNT
$6.1B
| $37 | ﹤0.01% |
+1
|
|
||
241
Cannae Holdings
CNNE
$652M
| $12 | ﹤0.01% |
+1
|
|