We are live on ! Find out more
CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
-2.33%
1 Year Est. Return
+11.37%
3 Year Est. Return
+37.84%
5 Year Est. Return
+37.18%
10 Year Est. Return
+103.92%
AUM
$77.7M
AUM Growth
+$812K
Cap. Flow
+$944K
Cap. Flow %
1.22%
Top 10 Hldgs %
53.38%
Holding
230
New
7
Increased
79
Reduced
32
Closed
5

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$289K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$226K
3
FBND icon
Fidelity Total Bond ETF
FBND
+$220K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$152K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$96.5K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$180K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$117K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$116K
4
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$57.5K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.1K

Sector Composition

Rank Sector Weight
1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
26
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$736K 0.95%
14,084
+503
+4% +$27.9K
AMZN icon
27
Amazon
AMZN
$2.96T
$703K 0.91%
3,205
-56
-2% -$11.5K
TIP icon
28
iShares TIPS Bond ETF
TIP
$14.5B
$652K 0.84%
6,114
+130
+2% +$14.1K
SCHA icon
29
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$602K 0.77%
23,280
-28
-0.1% -$745
SCHV
30
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$542K 0.7%
20,761
-20
-0.1% -$540
STIP icon
31
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$517K 0.67%
5,141
+285
+6% +$28.7K
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$511K 0.66%
6,495
+3
+0% +$238
SCHF icon
33
Schwab International Equity ETF
SCHF
$68.7B
$505K 0.65%
27,276
+78
+0.3% +$1.52K
VNQ icon
34
Vanguard Real Estate ETF
VNQ
$39B
$477K 0.61%
5,353
+282
+6% +$26.6K
IWO icon
35
iShares Russell 2000 Growth ETF
IWO
$15.1B
$446K 0.57%
1,549
-19
-1% -$5.62K
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$4.33T
$437K 0.56%
2,307
-9
-0.4% -$1.57K
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.13T
$422K 0.54%
931
+13
+1% +$6K
DLTR icon
38
Dollar Tree
DLTR
$25.2B
$390K 0.5%
5,200
– –
IWN icon
39
iShares Russell 2000 Value ETF
IWN
$14.6B
$384K 0.49%
2,340
+2
+0.1% +$341
AGG icon
40
iShares Core US Aggregate Bond ETF
AGG
$138B
$356K 0.46%
3,672
+16
+0.4% +$1.58K
R icon
41
Ryder
R
$10.1B
$335K 0.43%
2,136
– –
DGRO icon
42
iShares Core Dividend Growth ETF
DGRO
$43.5B
$332K 0.43%
5,418
+5
+0.1% +$315
SPHQ icon
43
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$325K 0.42%
4,844
+1
+0% +$68
DFAI
44
Dimensional International Core Equity Market ETF
DFAI
$18B
$322K 0.41%
11,029
+497
+5% +$15.1K
QUAL icon
45
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$315K 0.41%
1,767
+12
+0.7% +$2.18K
QQQ icon
46
Invesco QQQ Trust
QQQ
$484B
$307K 0.39%
600
– –
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$289K 0.37%
493
– –
JNJ icon
48
Johnson & Johnson
JNJ
$625B
$272K 0.35%
1,879
+9
+0.5% +$1.4K
LOW icon
49
Lowe's Companies
LOW
$125B
$247K 0.32%
1,000
– –
WMT icon
50
Walmart Inc
WMT
$890B
$231K 0.3%
2,559
-6
-0.2% -$521
1
2
3 4 5

Similar funds

LC
Lennar Corp Miami, Florida $64M AUM
HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

Clear Investment Research's Q4 2024 Portfolio in Review

As of Q4 2024, Clear Investment Research held 230 positions worth $77.7M, up 1.1% from $76.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research's Q4 2024 filing shows 7 new, 79 increased, 32 reduced and 5 closed positions. Its largest new stake was Palantir: 1,232 shares worth $93.2K. The largest sale was NVIDIA, an estimated $180K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 9.2% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Clear Investment Research's largest Q4 2024 buy was Palantir: 1,232 shares worth $93.2K.
  • Clear Investment Research added most to Graphic Packaging in Q4 2024, an estimated $289K increase.
  • Clear Investment Research's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $180K.
  • Clear Investment Research fully exited Invesco in Q4 2024, selling an estimated $17.6K.
  • Clear Investment Research's ten largest holdings make up 53% of its $77.7M portfolio in Q4 2024.
  • Clear Investment Research opened 7 new positions and closed 5 in Q4 2024.
  • Clear Investment Research's portfolio value rose 1.1% quarter-over-quarter to $77.7M.

Based on Clear Investment Research's 13F filing for Q4 2024, filed 11 Feb 2025.