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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
-2.33%
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
$77.7M
AUM Growth
+$812K
Cap. Flow
+$944K
Cap. Flow %
1.22%
Top 10 Hldgs %
53.38%
Holding
230
New
7
Increased
79
Reduced
32
Closed
5

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$289K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$226K
3
FBND icon
Fidelity Total Bond ETF
FBND
+$220K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$152K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$96.5K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$180K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$117K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$116K
4
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$57.5K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.1K

Sector Composition

Rank Sector Weight
1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYR icon
51
iShares US Real Estate ETF
IYR
$4.57B
$214K 0.28%
2,301
+109
+5% +$10.7K
IXUS icon
52
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$210K 0.27%
3,179
+107
+3% +$7.43K
LDUR icon
53
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
$206K 0.26%
2,165
-18
-0.8% -$1.71K
IAU icon
54
iShares Gold Trust
IAU
$64.4B
$204K 0.26%
4,122
+76
+2% +$3.82K
PG icon
55
Procter & Gamble
PG
$339B
$200K 0.26%
1,190
+2
+0.2% +$341
WFC icon
56
Wells Fargo
WFC
$264B
$192K 0.25%
2,734
– –
SPYD icon
57
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.71B
$174K 0.22%
4,032
– –
DJP icon
58
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
$172K 0.22%
5,374
-15
-0.3% -$478
SCHH icon
59
Schwab US REIT ETF
SCHH
$11.4B
$171K 0.22%
8,117
– –
XOM icon
60
ExxonMobil
XOM
$634B
$165K 0.21%
1,530
+18
+1% +$2.11K
SO icon
61
Southern Company
SO
$107B
$159K 0.2%
1,931
-79
-4% -$6.93K
LRGF icon
62
iShares US Equity Factor ETF
LRGF
$3.71B
$155K 0.2%
2,571
-147
-5% -$8.93K
IMCV icon
63
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.16B
$149K 0.19%
2,010
+60
+3% +$4.64K
AVGO icon
64
Broadcom
AVGO
$2.04T
$148K 0.19%
638
+40
+7% +$7.4K
LMT icon
65
Lockheed Martin
LMT
$136B
$148K 0.19%
303
+29
+11% +$15.8K
SCHD icon
66
Schwab US Dividend Equity ETF
SCHD
$106B
$142K 0.18%
5,188
+19
+0.4% +$540
SCZ icon
67
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$140K 0.18%
2,300
+143
+7% +$9.1K
TSLA icon
68
Tesla
TSLA
$1.3T
$134K 0.17%
331
-34
-9% -$10.9K
USO icon
69
United States Oil Fund
USO
$1.67B
$132K 0.17%
1,746
– –
EMB icon
70
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$125K 0.16%
1,405
+45
+3% +$4.11K
SPYV icon
71
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$120K 0.16%
2,356
+16
+0.7% +$851
SPYG icon
72
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$117K 0.15%
1,328
+2
+0.2% +$173
CVS icon
73
CVS Health
CVS
$122B
$110K 0.14%
2,451
+9
+0.4% +$505
SPLV icon
74
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$110K 0.14%
1,567
– –
SCHE icon
75
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$104K 0.13%
3,888
– –
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 Q4 2024 Portfolio in Review

As of Q4 2024, Clear Investment Research held 230 positions worth $77.7M, up 1.1% from $76.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research's Q4 2024 filing shows 7 new, 79 increased, 32 reduced and 5 closed positions. Its largest new stake was Palantir: 1,232 shares worth $93.2K. The largest sale was NVIDIA, an estimated $180K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 9.2% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Clear Investment Research's largest Q4 2024 buy was Palantir: 1,232 shares worth $93.2K.
  • Clear Investment Research added most to Graphic Packaging in Q4 2024, an estimated $289K increase.
  • Clear Investment Research's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $180K.
  • Clear Investment Research fully exited Invesco in Q4 2024, selling an estimated $17.6K.
  • Clear Investment Research's ten largest holdings make up 53% of its $77.7M portfolio in Q4 2024.
  • Clear Investment Research opened 7 new positions and closed 5 in Q4 2024.
  • Clear Investment Research's portfolio value rose 1.1% quarter-over-quarter to $77.7M.

Based on Clear Investment Research's 13F filing for Q4 2024, filed 11 Feb 2025.