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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
+6.8%
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
$65.2M
AUM Growth
+$3.52M
Cap. Flow
-$296K
Cap. Flow %
-0.45%
Top 10 Hldgs %
59.83%
Holding
150
New
1
Increased
48
Reduced
28
Closed
–

Top Buys

Rank Stock Value
1
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$719K
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$237K
3
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$201K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$87.8K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$67.9K

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$880K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$247K
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$209K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$143K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$97K

Sector Composition

Rank Sector Weight
1 Technology 5.41%
2 Healthcare 2.42%
3 Financials 1.96%
4 Consumer Discretionary 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHH icon
51
Schwab US REIT ETF
SCHH
$11.4B
$194K 0.3%
7,348
– –
DJP icon
52
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
$191K 0.29%
6,537
– –
PG icon
53
Procter & Gamble
PG
$339B
$185K 0.28%
1,128
– –
LDUR icon
54
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
$181K 0.28%
1,800
-155
-8% -$15.7K
R icon
55
Ryder
R
$10.1B
$176K 0.27%
2,136
– –
TFC icon
56
Truist Financial
TFC
$64B
$166K 0.25%
2,837
-163
-5% -$9.96K
SCZ icon
57
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$156K 0.24%
2,136
+83
+4% +$6.16K
SCHE icon
58
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$153K 0.23%
5,174
+5
+0.1% +$153
FPXI icon
59
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$297M
$150K 0.23%
2,607
+17
+0.7% +$1.06K
SO icon
60
Southern Company
SO
$107B
$143K 0.22%
2,090
– –
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.13T
$136K 0.21%
456
+1
+0.2% +$286
SPLV icon
62
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$135K 0.21%
1,962
-856
-30% -$55.1K
WFC icon
63
Wells Fargo
WFC
$264B
$131K 0.2%
2,734
– –
ISTB icon
64
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$121K 0.19%
2,401
– –
PFE icon
65
Pfizer
PFE
$153B
$118K 0.18%
2,000
– –
SCHD icon
66
Schwab US Dividend Equity ETF
SCHD
$106B
$113K 0.17%
4,209
+72
+2% +$1.87K
FIXD icon
67
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
$109K 0.17%
2,054
-64
-3% -$3.41K
FIS icon
68
Fidelity National Information Services
FIS
$22.1B
$96K 0.15%
876
– –
BBY icon
69
Best Buy
BBY
$17.3B
$91K 0.14%
900
– –
IGOV icon
70
iShares International Treasury Bond ETF
IGOV
$1.54B
$91K 0.14%
1,813
+4
+0.2% +$204
AMAT icon
71
Applied Materials
AMAT
$428B
$87K 0.13%
555
– –
DGRO icon
72
iShares Core Dividend Growth ETF
DGRO
$43.6B
$80K 0.12%
1,445
-26
-2% -$1.39K
SCHC icon
73
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
$72K 0.11%
1,755
– –
HDV
74
iShares Core High Dividend ETF
HDV
$14.8B
$64K 0.1%
3,145
-15
-0.5% -$294
MDT icon
75
Medtronic
MDT
$112B
$62K 0.1%
600
– –
1 2
3
4 5

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HFCIV
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CMU
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1M
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AIM
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1I
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CPM
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NIP
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Clear Investment Research's Q4 2021 Portfolio in Review

As of Q4 2021, Clear Investment Research held 150 positions worth $65.2M, up 5.7% from $61.7M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Trading was light in Q4 2021: portfolio turnover was 0.67%. Clear Investment Research opened 1 new position and made no exits, leaving the 150-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.6% a quarter earlier, followed by Healthcare and Financials.

  • Clear Investment Research's largest Q4 2021 buy was Ford: 500 shares worth $10K.
  • Clear Investment Research added most to VanEck Fallen Angel High Yield Bond ETF in Q4 2021, an estimated $719K increase.
  • Clear Investment Research's biggest Q4 2021 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $880K.
  • Clear Investment Research's ten largest holdings make up 60% of its $65.2M portfolio in Q4 2021.
  • Clear Investment Research opened 1 new position and closed 0 in Q4 2021.
  • Clear Investment Research's portfolio value rose 5.7% quarter-over-quarter to $65.2M.

Based on Clear Investment Research's 13F filing for Q4 2021, filed 24 Jan 2022.