CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$454K
3
+$124K
4
PLTR icon
Palantir
PLTR
+$90.5K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61.2K

Top Sells

1
+$46.5M
2
+$779K
3
+$156K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$119K
5
FBND icon
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
AMZN icon
26
Amazon
AMZN
$2.27T
$758K 0.96%
3,457
+196
TIP icon
27
iShares TIPS Bond ETF
TIP
$13.9B
$694K 0.87%
6,302
+195
SCHF icon
28
Schwab International Equity ETF
SCHF
$52.4B
$590K 0.74%
26,718
-385
SCHA icon
29
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$577K 0.73%
22,798
-449
SCHV icon
30
Schwab US Large-Cap Value ETF
SCHV
$14B
$565K 0.71%
20,409
-372
STIP icon
31
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$537K 0.68%
5,218
+68
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$524K 0.66%
6,492
+9
DLTR icon
33
Dollar Tree
DLTR
$19.7B
$515K 0.65%
5,200
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$3.06T
$483K 0.61%
2,741
+347
VNQ icon
35
Vanguard Real Estate ETF
VNQ
$34.1B
$475K 0.6%
53
-5,189
MUNI icon
36
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.25B
$454K 0.57%
+8,831
IWO icon
37
iShares Russell 2000 Growth ETF
IWO
$13.1B
$452K 0.57%
1,581
-2
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.06T
$444K 0.56%
915
IWN icon
39
iShares Russell 2000 Value ETF
IWN
$12B
$380K 0.48%
2,410
+25
AGG icon
40
iShares Core US Aggregate Bond ETF
AGG
$133B
$365K 0.46%
3,678
+10
DFAI icon
41
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$354K 0.45%
10,249
-26
SPHQ icon
42
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$341K 0.43%
4,792
-54
DGRO icon
43
iShares Core Dividend Growth ETF
DGRO
$35.3B
$341K 0.43%
5,333
-80
R icon
44
Ryder
R
$7.44B
$333K 0.42%
2,097
-39
QUAL icon
45
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
$333K 0.42%
1,819
+15
QQQ icon
46
Invesco QQQ Trust
QQQ
$384B
$331K 0.42%
600
SPY icon
47
SPDR S&P 500 ETF Trust
SPY
$660B
$305K 0.38%
493
KO icon
48
Coca-Cola
KO
$295B
$286K 0.36%
4,048
+25
JNJ icon
49
Johnson & Johnson
JNJ
$465B
$286K 0.36%
1,875
+3
PLTR icon
50
Palantir
PLTR
$423B
$282K 0.36%
2,071
+664
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