CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$480K
2
+$364K
3
+$194K
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$188K
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$145K

Top Sells

1
+$2.35M
2
+$2.21M
3
+$1.39M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$937K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$750K

Sector Composition

1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TIP icon
51
iShares TIPS Bond ETF
TIP
$13.8B
$283K 0.38%
2,548
-3,754
KO icon
52
Coca-Cola
KO
$304B
$271K 0.36%
4,081
+33
EEMV icon
53
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.91B
$257K 0.34%
4,019
+2
IXUS icon
54
iShares Core MSCI Total International Stock ETF
IXUS
$54.1B
$253K 0.34%
3,062
+9
LOW icon
55
Lowe's Companies
LOW
$155B
$251K 0.34%
1,000
WMT icon
56
Walmart Inc
WMT
$953B
$240K 0.32%
2,324
-234
IYR icon
57
iShares US Real Estate ETF
IYR
$4.4B
$230K 0.31%
2,369
+59
AVGO icon
58
Broadcom
AVGO
$1.64T
$227K 0.3%
686
+3
WFC icon
59
Wells Fargo
WFC
$277B
$226K 0.3%
2,701
TSLA icon
60
Tesla
TSLA
$1.47T
$194K 0.26%
436
-17
LDUR icon
61
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.21B
$190K 0.25%
1,978
-126
DJP icon
62
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$665M
$190K 0.25%
5,352
+87
XOM icon
63
Exxon Mobil
XOM
$547B
$184K 0.25%
1,633
+111
CVS icon
64
CVS Health
CVS
$102B
$184K 0.25%
2,436
SO icon
65
Southern Company
SO
$98B
$182K 0.24%
1,918
+1
PG icon
66
Procter & Gamble
PG
$339B
$180K 0.24%
1,170
SPYD icon
67
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.55B
$179K 0.24%
4,072
+40
LRGF icon
68
iShares US Equity Factor ETF
LRGF
$3.07B
$178K 0.24%
2,571
SCHH icon
69
Schwab US REIT ETF
SCHH
$9.08B
$172K 0.23%
7,959
LMT icon
70
Lockheed Martin
LMT
$133B
$169K 0.23%
337
+31
IMCV icon
71
iShares Morningstar Mid-Cap Value ETF
IMCV
$950M
$167K 0.22%
2,074
+62
SCZ icon
72
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$166K 0.22%
2,163
+2
USO icon
73
United States Oil Fund
USO
$901M
$147K 0.2%
1,992
+246
SCHD icon
74
Schwab US Dividend Equity ETF
SCHD
$76.1B
$146K 0.2%
5,344
+264
META icon
75
Meta Platforms (Facebook)
META
$1.57T
$142K 0.19%
192
+10
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3
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