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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

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
WMT icon
51
Walmart
WMT
$849B
$225K 0.3%
2,557
-2
IYR icon
52
iShares US Real Estate ETF
IYR
$3.76B
$218K 0.29%
2,280
-21
IXUS icon
53
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$215K 0.29%
3,075
-104
LDUR icon
54
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$954M
$208K 0.28%
2,164
-1
IAU icon
55
iShares Gold Trust
IAU
$64.3B
$204K 0.27%
3,465
-657
PG icon
56
Procter & Gamble
PG
$350B
$202K 0.27%
1,186
-4
WFC icon
57
Wells Fargo
WFC
$265B
$196K 0.26%
2,734
DJP icon
58
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$606M
$185K 0.25%
5,251
-123
XOM icon
59
Exxon Mobil
XOM
$472B
$181K 0.24%
1,518
-12
SPYD icon
60
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$178K 0.24%
4,032
SO icon
61
Southern Company
SO
$108B
$176K 0.24%
1,917
-14
SCHH icon
62
Schwab US REIT ETF
SCHH
$8.39B
$175K 0.23%
8,117
CVS icon
63
CVS Health
CVS
$103B
$165K 0.22%
2,435
-16
IMCV icon
64
iShares Morningstar Mid-Cap Value ETF
IMCV
$830M
$149K 0.2%
2,008
-2
LRGF icon
65
iShares US Equity Factor ETF
LRGF
$2.91B
$149K 0.2%
2,571
SCHD icon
66
Schwab US Dividend Equity ETF
SCHD
$70B
$142K 0.19%
5,080
-108
SCZ icon
67
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$139K 0.19%
2,190
-110
LMT icon
68
Lockheed Martin
LMT
$115B
$137K 0.18%
306
+3
USO icon
69
United States Oil Fund
USO
$845M
$135K 0.18%
1,746
EMB icon
70
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$128K 0.17%
1,414
+9
SPYV icon
71
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$121K 0.16%
2,364
+8
PLTR icon
72
Palantir
PLTR
$423B
$119K 0.16%
1,407
+175
SPLV icon
73
Invesco S&P 500 Low Volatility ETF
SPLV
$7.82B
$117K 0.16%
1,567
AVGO icon
74
Broadcom
AVGO
$1.67T
$114K 0.15%
683
+45
SCHE icon
75
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$107K 0.14%
3,888
1 2
3
4 5