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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
-1.6%
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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
+$859K
Cap. Flow %
1.15%
Top 10 Hldgs %
54.29%
Holding
229
New
4
Increased
64
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
2
KO icon
Coca-Cola
KO
+$205K
3
GPK icon
Graphic Packaging
GPK
+$141K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$87.5K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$192K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$66.3K
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$40K
4
IAU icon
iShares Gold Trust
IAU
+$35.5K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$32.8K

Sector Composition

Rank Sector Weight
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
$14.7B
$678K 0.91%
6,107
-7
-0.1% -$760
AMZN icon
27
Amazon
AMZN
$2.96T
$620K 0.83%
3,261
+56
+2% +$12.2K
SCHV
28
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$552K 0.74%
20,781
+20
+0.1% +$537
SCHA icon
29
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$545K 0.73%
23,247
-33
-0.1% -$841
SCHF icon
30
Schwab International Equity ETF
SCHF
$68.7B
$536K 0.72%
27,103
-173
-0.6% -$3.39K
STIP icon
31
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$533K 0.71%
5,150
+9
+0.2% +$917
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$512K 0.68%
6,483
-12
-0.2% -$952
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.13T
$487K 0.65%
915
-16
-2% -$7.78K
VNQ icon
34
Vanguard Real Estate ETF
VNQ
$39.1B
$475K 0.63%
5,242
-111
-2% -$10.1K
IWO icon
35
iShares Russell 2000 Growth ETF
IWO
$15B
$405K 0.54%
1,583
+34
+2% +$9.6K
DLTR icon
36
Dollar Tree
DLTR
$25.2B
$390K 0.52%
5,200
– –
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.33T
$370K 0.49%
2,394
+87
+4% +$15.8K
AGG icon
38
iShares Core US Aggregate Bond ETF
AGG
$138B
$363K 0.48%
3,668
-4
-0.1% -$391
IWN icon
39
iShares Russell 2000 Value ETF
IWN
$14.6B
$360K 0.48%
2,385
+45
+2% +$7.27K
DGRO icon
40
iShares Core Dividend Growth ETF
DGRO
$43.6B
$334K 0.45%
5,413
-5
-0.1% -$313
SPHQ icon
41
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$322K 0.43%
4,846
+2
+0% +$137
DFAI
42
Dimensional International Core Equity Market ETF
DFAI
$18B
$321K 0.43%
10,275
-754
-7% -$23.3K
JNJ icon
43
Johnson & Johnson
JNJ
$625B
$311K 0.41%
1,872
-7
-0.4% -$1.09K
QUAL icon
44
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$308K 0.41%
1,804
+37
+2% +$6.62K
R icon
45
Ryder
R
$10.1B
$307K 0.41%
2,136
– –
KO icon
46
Coca-Cola
KO
$375B
$288K 0.38%
4,023
+3,074
+324% +$205K
QQQ icon
47
Invesco QQQ Trust
QQQ
$481B
$281K 0.38%
600
– –
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$276K 0.37%
493
– –
EEMV icon
49
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.56B
$234K 0.31%
4,006
+2
+0% +$117
LOW icon
50
Lowe's Companies
LOW
$125B
$233K 0.31%
1,000
– –
1
2
3 4 5

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CMU
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1M
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AIM
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1I
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NIP
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Clear Investment Research's Q1 2025 Portfolio in Review

As of Q1 2025, Clear Investment Research held 229 positions worth $74.9M, down 3.6% from $77.7M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.6%. Clear Investment Research opened 4 new positions and exited 2, leaving the 229-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.3% of assets, down from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q1 2025 buy was International Paper: 95 shares worth $5.07K.
  • Clear Investment Research added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $293K increase.
  • Clear Investment Research's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $192K.
  • Clear Investment Research fully exited iShares Frontier and Select EM ETF in Q1 2025, selling an estimated $298.
  • Clear Investment Research's ten largest holdings make up 54% of its $74.9M portfolio in Q1 2025.
  • Clear Investment Research opened 4 new positions and closed 2 in Q1 2025.
  • Clear Investment Research's portfolio value fell 3.6% quarter-over-quarter to $74.9M.

Based on Clear Investment Research's 13F filing for Q1 2025, filed 9 May 2025.