CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
+10.66%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$71M
AUM Growth
+$13.3M
Cap. Flow
+$7.36M
Cap. Flow %
10.36%
Top 10 Hldgs %
54.69%
Holding
281
New
76
Increased
77
Reduced
45
Closed
10

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
$2.1M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$783K
3
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$714K
4
VV icon
Vanguard Large-Cap ETF
VV
$500K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$484K

Top Sells

1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$321K
2
GPK icon
Graphic Packaging
GPK
$306K
3
VNQ icon
Vanguard Real Estate ETF
VNQ
$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
TIP icon
26
iShares TIPS Bond ETF
TIP
$13.6B
$570K 0.8%
5,302
+103
+2% +$11.1K
SCHF icon
27
Schwab International Equity ETF
SCHF
$50.2B
$555K 0.78%
30,052
-2,082
-6% -$38.5K
NVDA icon
28
NVIDIA
NVDA
$4.16T
$522K 0.74%
10,540
+540
+5% +$26.7K
HYG icon
29
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
$520K 0.73%
6,719
-4,151
-38% -$321K
AMZN icon
30
Amazon
AMZN
$2.49T
$502K 0.71%
3,306
+256
+8% +$38.9K
VV icon
31
Vanguard Large-Cap ETF
VV
$44.4B
$500K 0.7%
+2,290
New +$500K
SCHV icon
32
Schwab US Large-Cap Value ETF
SCHV
$13.1B
$486K 0.68%
20,781
-555
-3% -$13K
SPTI icon
33
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.02B
$484K 0.68%
+16,949
New +$484K
IGIB icon
34
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.2B
$419K 0.59%
+8,052
New +$419K
IWO icon
35
iShares Russell 2000 Growth ETF
IWO
$12.3B
$394K 0.55%
1,560
-32
-2% -$8.07K
AGG icon
36
iShares Core US Aggregate Bond ETF
AGG
$131B
$360K 0.51%
3,628
+7
+0.2% +$695
IWN icon
37
iShares Russell 2000 Value ETF
IWN
$11.8B
$358K 0.5%
2,303
-74
-3% -$11.5K
SPMB icon
38
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.29B
$330K 0.46%
+14,954
New +$330K
IJS icon
39
iShares S&P Small-Cap 600 Value ETF
IJS
$6.56B
$304K 0.43%
2,953
-295
-9% -$30.4K
IJT icon
40
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.21B
$304K 0.43%
2,429
-229
-9% -$28.7K
JNJ icon
41
Johnson & Johnson
JNJ
$430B
$297K 0.42%
1,894
+7
+0.4% +$1.1K
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$2.76T
$294K 0.41%
2,106
+334
+19% +$46.7K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.09T
$293K 0.41%
821
+14
+2% +$4.99K
QUAL icon
44
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$273K 0.38%
1,856
-24
-1% -$3.53K
SPHQ icon
45
Invesco S&P 500 Quality ETF
SPHQ
$15B
$260K 0.37%
4,810
-237
-5% -$12.8K
DFAI icon
46
Dimensional International Core Equity Market ETF
DFAI
$11.2B
$254K 0.36%
8,863
+1,599
+22% +$45.8K
DGRO icon
47
iShares Core Dividend Growth ETF
DGRO
$33.5B
$249K 0.35%
4,632
+9
+0.2% +$484
R icon
48
Ryder
R
$7.59B
$246K 0.35%
2,136
– –
LDUR icon
49
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$944M
$223K 0.31%
2,356
-256
-10% -$24.3K
LOW icon
50
Lowe's Companies
LOW
$147B
$223K 0.31%
1,000
– –
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