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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
IEFA icon
26
iShares Core MSCI EAFE ETF
IEFA
$187B
$634K 0.99%
7,003
-4,906
-41% -$458K
SCHV
27
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$622K 0.97%
20,409
– –
SCHF icon
28
Schwab International Equity ETF
SCHF
$66.1B
$622K 0.97%
25,126
– –
STIP icon
29
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$519K 0.81%
5,016
-65
-1% -$6.69K
IAU icon
30
iShares Gold Trust
IAU
$62.7B
$511K 0.8%
5,801
-771
-12% -$70.7K
IEMG icon
31
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$490K 0.77%
7,022
-1,173
-14% -$84.7K
VNQ icon
32
Vanguard Real Estate ETF
VNQ
$38.8B
$479K 0.75%
5,401
-108
-2% -$9.9K
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.06T
$460K 0.72%
959
-3
-0.3% -$1.47K
R icon
34
Ryder
R
$10.3B
$429K 0.67%
2,097
– –
SLV icon
35
iShares Silver Trust
SLV
$27.5B
$404K 0.63%
5,932
-2,314
-28% -$176K
DFAI
36
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$372K 0.58%
9,559
+12
+0.1% +$480
SPHQ icon
37
Invesco S&P 500 Quality ETF
SPHQ
$19.5B
$362K 0.57%
4,820
+8
+0.2% +$622
DGRO icon
38
iShares Core Dividend Growth ETF
DGRO
$41.8B
$348K 0.55%
4,964
-234
-5% -$16.8K
HYG icon
39
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$344K 0.54%
4,323
+4
+0.1% +$322
QQQ icon
40
Invesco QQQ Trust
QQQ
$478B
$329K 0.51%
570
– –
TIP icon
41
iShares TIPS Bond ETF
TIP
$14.5B
$329K 0.51%
2,980
+891
+43% +$98.6K
KO icon
42
Coca-Cola
KO
$357B
$322K 0.5%
4,235
+141
+3% +$10.7K
PLTR icon
43
Palantir
PLTR
$320B
$320K 0.5%
2,191
+179
+9% +$27.4K
QUAL icon
44
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$305K 0.48%
1,588
-314
-17% -$62.9K
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$302K 0.47%
465
– –
WMT icon
46
Walmart Inc
WMT
$910B
$291K 0.46%
2,342
– –
XOM icon
47
ExxonMobil
XOM
$594B
$277K 0.43%
+1,633
New +$238K
TQQQ icon
48
ProShares UltraPro QQQ
TQQQ
$35.1B
$261K 0.41%
6,264
+35
+0.6% +$1.75K
USO icon
49
United States Oil Fund
USO
$2.47B
$253K 0.4%
+1,992
New +$177K
AVGO icon
50
Broadcom
AVGO
$1.86T
$241K 0.38%
777
+100
+15% +$32.9K
1
2
3 4 5

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