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
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$454K
3
+$124K
4
PLTR icon
Palantir
PLTR
+$90.5K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61.2K

Top Sells

1
+$46.5M
2
+$779K
3
+$156K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$119K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$79.1K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEMV icon
51
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.74B
$252K 0.32%
4,017
+11
WMT icon
52
Walmart
WMT
$859B
$250K 0.32%
2,558
+1
IXUS icon
53
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$236K 0.3%
3,053
-22
LOW icon
54
Lowe's Companies
LOW
$137B
$222K 0.28%
1,000
TQQQ icon
55
ProShares UltraPro QQQ
TQQQ
$28.1B
$220K 0.28%
2,652
+1,490
IYR icon
56
iShares US Real Estate ETF
IYR
$3.76B
$219K 0.28%
2,310
+30
WFC icon
57
Wells Fargo
WFC
$262B
$216K 0.27%
2,701
-33
IAU icon
58
iShares Gold Trust
IAU
$64.3B
$202K 0.26%
3,244
-221
LDUR icon
59
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$954M
$202K 0.25%
2,104
-60
AVGO icon
60
Broadcom
AVGO
$1.65T
$188K 0.24%
683
PG icon
61
Procter & Gamble
PG
$354B
$186K 0.24%
1,170
-16
DJP icon
62
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$606M
$179K 0.23%
5,265
+14
SO icon
63
Southern Company
SO
$108B
$176K 0.22%
1,917
SPYD icon
64
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$171K 0.22%
4,032
SCHH icon
65
Schwab US REIT ETF
SCHH
$8.39B
$169K 0.21%
7,959
-158
CVS icon
66
CVS Health
CVS
$105B
$168K 0.21%
2,436
+1
LRGF icon
67
iShares US Equity Factor ETF
LRGF
$2.91B
$165K 0.21%
2,571
XOM icon
68
Exxon Mobil
XOM
$479B
$164K 0.21%
1,522
+4
SCZ icon
69
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$157K 0.2%
2,161
-29
IMCV icon
70
iShares Morningstar Mid-Cap Value ETF
IMCV
$830M
$153K 0.19%
2,012
+4
TSLA icon
71
Tesla
TSLA
$1.46T
$144K 0.18%
453
+82
LMT icon
72
Lockheed Martin
LMT
$116B
$142K 0.18%
306
META icon
73
Meta Platforms (Facebook)
META
$1.8T
$135K 0.17%
182
+55
SCHD icon
74
Schwab US Dividend Equity ETF
SCHD
$70B
$135K 0.17%
5,080
EMB icon
75
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$132K 0.17%
1,429
+15
1 2
3
4 5