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
IEFA icon
26
iShares Core MSCI EAFE ETF
IEFA
$186B
$634K 0.99%
7,003
-4,906
SCHV icon
27
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$622K 0.97%
20,409
SCHF icon
28
Schwab International Equity ETF
SCHF
$66.3B
$622K 0.97%
25,126
STIP icon
29
iShares 0-5 Year TIPS Bond ETF
STIP
$15.5B
$519K 0.81%
5,016
-65
IAU icon
30
iShares Gold Trust
IAU
$70.6B
$511K 0.8%
5,801
-771
IEMG icon
31
iShares Core MSCI Emerging Markets ETF
IEMG
$162B
$490K 0.77%
7,022
-1,173
VNQ icon
32
Vanguard Real Estate ETF
VNQ
$36.8B
$479K 0.75%
5,401
-108
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.02T
$460K 0.72%
959
-3
R icon
34
Ryder
R
$9.71B
$429K 0.67%
2,097
SLV icon
35
iShares Silver Trust
SLV
$36.5B
$404K 0.63%
5,932
-2,314
DFAI icon
36
Dimensional International Core Equity Market ETF
DFAI
$16.5B
$372K 0.58%
9,559
+12
SPHQ icon
37
Invesco S&P 500 Quality ETF
SPHQ
$18.2B
$362K 0.57%
4,820
+8
DGRO icon
38
iShares Core Dividend Growth ETF
DGRO
$40.4B
$348K 0.55%
4,964
-234
HYG icon
39
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
$344K 0.54%
4,323
+4
QQQ icon
40
Invesco QQQ Trust
QQQ
$492B
$329K 0.51%
570
TIP icon
41
iShares TIPS Bond ETF
TIP
$15.1B
$329K 0.51%
2,980
+891
KO icon
42
Coca-Cola
KO
$340B
$322K 0.5%
4,235
+141
PLTR icon
43
Palantir
PLTR
$375B
$320K 0.5%
2,191
+179
QUAL icon
44
iShares MSCI USA Quality Factor ETF
QUAL
$52.1B
$305K 0.48%
1,588
-314
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$302K 0.47%
465
WMT icon
46
Walmart Inc
WMT
$923B
$291K 0.46%
2,342
XOM icon
47
Exxon Mobil
XOM
$602B
$277K 0.43%
+1,633
TQQQ icon
48
ProShares UltraPro QQQ
TQQQ
$39.3B
$261K 0.41%
6,264
+35
USO icon
49
United States Oil Fund
USO
$1.76B
$253K 0.4%
+1,992
AVGO icon
50
Broadcom
AVGO
$2.12T
$241K 0.38%
777
+100
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