CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.3M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$287K
3
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

1
+$2.3M
2
+$650K
3
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHA icon
26
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$649K 1.08%
22,793
SCHV icon
27
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$604K 1%
20,409
SCHF icon
28
Schwab International Equity ETF
SCHF
$62.7B
$604K 1%
25,126
-80
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$148B
$551K 0.91%
8,195
+341
IAU icon
30
iShares Gold Trust
IAU
$84.6B
$533K 0.89%
6,572
+657
SLV icon
31
iShares Silver Trust
SLV
$47.2B
$531K 0.88%
8,246
+5,736
STIP icon
32
iShares 0-5 Year TIPS Bond ETF
STIP
$14.2B
$520K 0.86%
5,081
-173
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$64.1B
$509K 0.84%
4,126
-1,577
IVE icon
34
iShares S&P 500 Value ETF
IVE
$50.5B
$505K 0.84%
2,382
-2,010
VNQ icon
35
Vanguard Real Estate ETF
VNQ
$36.8B
$488K 0.81%
5,509
+208
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.09T
$484K 0.8%
962
+40
R icon
37
Ryder
R
$8.74B
$401K 0.67%
2,097
QUAL icon
38
iShares MSCI USA Quality Factor ETF
QUAL
$50.3B
$378K 0.63%
1,902
-8
DFAI icon
39
Dimensional International Core Equity Market ETF
DFAI
$14.9B
$364K 0.6%
9,547
-559
SPHQ icon
40
Invesco S&P 500 Quality ETF
SPHQ
$16.7B
$361K 0.6%
4,812
+10
DGRO icon
41
iShares Core Dividend Growth ETF
DGRO
$38.7B
$361K 0.6%
5,198
-57
PLTR icon
42
Palantir
PLTR
$328B
$358K 0.59%
2,012
+13
QQQ icon
43
Invesco QQQ Trust
QQQ
$397B
$350K 0.58%
570
+1
HYG icon
44
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.1B
$348K 0.58%
4,319
-2,193
TQQQ icon
45
ProShares UltraPro QQQ
TQQQ
$27.6B
$328K 0.54%
6,229
-61
SPY icon
46
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$317K 0.53%
465
KO icon
47
Coca-Cola
KO
$351B
$286K 0.47%
4,094
+13
IXUS icon
48
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$261K 0.43%
3,088
+26
WMT icon
49
Walmart Inc
WMT
$1.02T
$261K 0.43%
2,342
+18
AVGO icon
50
Broadcom
AVGO
$1.52T
$234K 0.39%
677
-9
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