CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
+7.91%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$74.3M
AUM Growth
+$74.3M
Cap. Flow
+$3.1M
Cap. Flow %
4.17%
Top 10 Hldgs %
55.36%
Holding
277
New
5
Increased
77
Reduced
57
Closed
56

Top Buys

1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$4M
2
FBND icon
Fidelity Total Bond ETF
FBND
$1.33M
3
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
$525K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
$313K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
$309K

Top Sells

1
GPK icon
Graphic Packaging
GPK
$630K
2
VV icon
Vanguard Large-Cap ETF
VV
$500K
3
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$484K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$419K
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$330K

Sector Composition

1 Consumer Discretionary 9.6%
2 Technology 7.78%
3 Healthcare 3.85%
4 Financials 2%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
TIP icon
26
iShares TIPS Bond ETF
TIP
$13.6B
$641K 0.86% 5,968 +666 +13% +$71.5K
SCHA icon
27
Schwab U.S Small- Cap ETF
SCHA
$18.6B
$605K 0.81% 12,295 – –
SCHF icon
28
Schwab International Equity ETF
SCHF
$50.3B
$586K 0.79% 15,026 – –
AMZN icon
29
Amazon
AMZN
$2.44T
$578K 0.78% 3,206 -100 -3% -$18K
FBCG icon
30
Fidelity Blue Chip Growth ETF
FBCG
$4.63B
$553K 0.74% 14,369 +13,645 +1,885% +$525K
SCHV icon
31
Schwab US Large-Cap Value ETF
SCHV
$13.2B
$526K 0.71% 6,927 – –
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$523K 0.7% 6,732 +13 +0.2% +$1.01K
IWO icon
33
iShares Russell 2000 Growth ETF
IWO
$12.4B
$423K 0.57% 1,562 +2 +0.1% +$542
IWN icon
34
iShares Russell 2000 Value ETF
IWN
$11.8B
$372K 0.5% 2,341 +38 +2% +$6.04K
AGG icon
35
iShares Core US Aggregate Bond ETF
AGG
$131B
$357K 0.48% 3,647 +19 +0.5% +$1.86K
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.09T
$352K 0.47% 837 +16 +2% +$6.73K
IJS icon
37
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$325K 0.44% 3,167 +214 +7% +$22K
IJT icon
38
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
$324K 0.44% 2,478 +49 +2% +$6.41K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$2.57T
$323K 0.43% 2,139 +33 +2% +$4.98K
JNJ icon
40
Johnson & Johnson
JNJ
$427B
$303K 0.41% 1,916 +22 +1% +$3.48K
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$293K 0.39% 1,785 -71 -4% -$11.7K
SPHQ icon
42
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$292K 0.39% 4,839 +29 +0.6% +$1.75K
DFAI icon
43
Dimensional International Core Equity Market ETF
DFAI
$11.2B
$268K 0.36% 8,862 -1 -0% -$30
DGRO icon
44
iShares Core Dividend Growth ETF
DGRO
$33.7B
$265K 0.36% 4,564 -68 -1% -$3.95K
R icon
45
Ryder
R
$7.65B
$257K 0.35% 2,136 – –
LOW icon
46
Lowe's Companies
LOW
$145B
$255K 0.34% 1,000 – –
LDUR icon
47
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$946M
$224K 0.3% 2,359 +3 +0.1% +$285
EEMV icon
48
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.59B
$223K 0.3% 3,945 +2 +0.1% +$113
IYR icon
49
iShares US Real Estate ETF
IYR
$3.76B
$210K 0.28% 2,333 +80 +4% +$7.19K
LRGF icon
50
iShares US Equity Factor ETF
LRGF
$2.82B
$205K 0.28% 3,818 – –
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