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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TIP icon
26
iShares TIPS Bond ETF
TIP
$13.9B
$678K 0.91%
6,107
-7
AMZN icon
27
Amazon
AMZN
$2.29T
$620K 0.83%
3,261
+56
SCHV icon
28
Schwab US Large-Cap Value ETF
SCHV
$14B
$552K 0.74%
20,781
+20
SCHA icon
29
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$545K 0.73%
23,247
-33
SCHF icon
30
Schwab International Equity ETF
SCHF
$52.4B
$536K 0.72%
27,103
-173
STIP icon
31
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$533K 0.71%
5,150
+9
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$512K 0.68%
6,483
-12
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.05T
$487K 0.65%
915
-16
VNQ icon
34
Vanguard Real Estate ETF
VNQ
$34.1B
$475K 0.63%
5,242
-111
IWO icon
35
iShares Russell 2000 Growth ETF
IWO
$13.1B
$405K 0.54%
1,583
+34
DLTR icon
36
Dollar Tree
DLTR
$19.2B
$390K 0.52%
5,200
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.04T
$370K 0.49%
2,394
+87
AGG icon
38
iShares Core US Aggregate Bond ETF
AGG
$133B
$363K 0.48%
3,668
-4
IWN icon
39
iShares Russell 2000 Value ETF
IWN
$12B
$360K 0.48%
2,385
+45
DGRO icon
40
iShares Core Dividend Growth ETF
DGRO
$35.3B
$334K 0.45%
5,413
-5
SPHQ icon
41
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$322K 0.43%
4,846
+2
DFAI icon
42
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$321K 0.43%
10,275
-754
JNJ icon
43
Johnson & Johnson
JNJ
$463B
$311K 0.41%
1,872
-7
QUAL icon
44
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
$308K 0.41%
1,804
+37
R icon
45
Ryder
R
$7.45B
$307K 0.41%
2,136
KO icon
46
Coca-Cola
KO
$291B
$288K 0.38%
4,023
+3,074
QQQ icon
47
Invesco QQQ Trust
QQQ
$384B
$281K 0.38%
600
SPY icon
48
SPDR S&P 500 ETF Trust
SPY
$660B
$276K 0.37%
493
EEMV icon
49
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.74B
$234K 0.31%
4,006
+2
LOW icon
50
Lowe's Companies
LOW
$136B
$233K 0.31%
1,000
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