CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$480K
2
+$364K
3
+$194K
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$188K
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$145K

Top Sells

1
+$2.35M
2
+$2.21M
3
+$1.39M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$937K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$750K

Sector Composition

1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.02T
$658K 0.88%
2,708
-33
MUNI icon
27
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.56B
$649K 0.87%
12,420
+3,589
SCHA icon
28
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$636K 0.85%
22,793
-5
SCHV icon
29
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$594K 0.8%
20,409
SCHF icon
30
Schwab International Equity ETF
SCHF
$57.7B
$587K 0.79%
25,206
-1,512
STIP icon
31
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$543K 0.73%
5,254
+36
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.2B
$529K 0.71%
6,512
+20
IEMG icon
33
iShares Core MSCI Emerging Markets ETF
IEMG
$129B
$518K 0.69%
7,854
-5,423
IWO icon
34
iShares Russell 2000 Growth ETF
IWO
$14.5B
$506K 0.68%
1,579
-2
DLTR icon
35
Dollar Tree
DLTR
$27.8B
$491K 0.66%
5,200
VNQ icon
36
Vanguard Real Estate ETF
VNQ
$35.1B
$485K 0.65%
5,301
+5,248
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.06T
$464K 0.62%
922
+7
IAU icon
38
iShares Gold Trust
IAU
$73B
$430K 0.58%
5,915
+2,671
IWN icon
39
iShares Russell 2000 Value ETF
IWN
$13B
$426K 0.57%
2,406
-4
R icon
40
Ryder
R
$7.85B
$396K 0.53%
2,097
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$49.3B
$372K 0.5%
1,910
+91
AGG icon
42
iShares Core US Aggregate Bond ETF
AGG
$137B
$369K 0.49%
3,679
+1
DFAI icon
43
Dimensional International Core Equity Market ETF
DFAI
$13.4B
$367K 0.49%
10,106
-143
PLTR icon
44
Palantir
PLTR
$428B
$365K 0.49%
1,999
-72
DGRO icon
45
iShares Core Dividend Growth ETF
DGRO
$37.1B
$358K 0.48%
5,255
-78
SPHQ icon
46
Invesco S&P 500 Quality ETF
SPHQ
$15.6B
$352K 0.47%
4,802
+10
JNJ icon
47
Johnson & Johnson
JNJ
$528B
$348K 0.47%
1,876
+1
QQQ icon
48
Invesco QQQ Trust
QQQ
$412B
$342K 0.46%
569
-31
TQQQ icon
49
ProShares UltraPro QQQ
TQQQ
$30.7B
$325K 0.44%
6,290
+986
SPY icon
50
SPDR S&P 500 ETF Trust
SPY
$717B
$310K 0.42%
465
-28
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