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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
-1.6%
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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
+$859K
Cap. Flow %
1.15%
Top 10 Hldgs %
54.29%
Holding
229
New
4
Increased
64
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
2
KO icon
Coca-Cola
KO
+$205K
3
GPK icon
Graphic Packaging
GPK
+$141K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$87.5K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$192K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$66.3K
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$40K
4
IAU icon
iShares Gold Trust
IAU
+$35.5K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$32.8K

Sector Composition

Rank Sector Weight
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 Inc
WMT
$885B
$225K 0.3%
2,557
-2
-0.1% -$188
IYR icon
52
iShares US Real Estate ETF
IYR
$4.52B
$218K 0.29%
2,280
-21
-0.9% -$2K
IXUS icon
53
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
$215K 0.29%
3,075
-104
-3% -$7.21K
LDUR icon
54
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
$208K 0.28%
2,164
-1
-0% -$96
IAU icon
55
iShares Gold Trust
IAU
$64.2B
$204K 0.27%
3,465
-657
-16% -$35.5K
PG icon
56
Procter & Gamble
PG
$337B
$202K 0.27%
1,186
-4
-0.3% -$670
WFC icon
57
Wells Fargo
WFC
$264B
$196K 0.26%
2,734
– –
DJP icon
58
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$809M
$185K 0.25%
5,251
-123
-2% -$4.22K
XOM icon
59
ExxonMobil
XOM
$653B
$181K 0.24%
1,518
-12
-0.8% -$1.33K
SPYD icon
60
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.65B
$178K 0.24%
4,032
– –
SO icon
61
Southern Company
SO
$105B
$176K 0.24%
1,917
-14
-0.7% -$1.21K
SCHH icon
62
Schwab US REIT ETF
SCHH
$11.3B
$175K 0.23%
8,117
– –
CVS icon
63
CVS Health
CVS
$122B
$165K 0.22%
2,435
-16
-0.7% -$957
IMCV icon
64
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.16B
$149K 0.2%
2,008
-2
-0.1% -$151
LRGF icon
65
iShares US Equity Factor ETF
LRGF
$3.72B
$149K 0.2%
2,571
– –
SCHD icon
66
Schwab US Dividend Equity ETF
SCHD
$106B
$142K 0.19%
5,080
-108
-2% -$3.01K
SCZ icon
67
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$139K 0.19%
2,190
-110
-5% -$6.95K
LMT icon
68
Lockheed Martin
LMT
$138B
$137K 0.18%
306
+3
+1% +$1.38K
USO icon
69
United States Oil Fund
USO
$1.74B
$135K 0.18%
1,746
– –
EMB icon
70
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$128K 0.17%
1,414
+9
+0.6% +$815
SPYV icon
71
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$121K 0.16%
2,364
+8
+0.3% +$415
PLTR icon
72
Palantir
PLTR
$426B
$119K 0.16%
1,407
+175
+14% +$15.4K
SPLV icon
73
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
$117K 0.16%
1,567
– –
AVGO icon
74
Broadcom
AVGO
$2.04T
$114K 0.15%
683
+45
+7% +$9.52K
SCHE icon
75
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$107K 0.14%
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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CPM
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NIP
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Clear Investment Research's Q1 2025 Portfolio in Review

As of Q1 2025, Clear Investment Research held 229 positions worth $74.9M, down 3.6% from $77.7M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.6%. Clear Investment Research opened 4 new positions and exited 2, leaving the 229-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.3% of assets, down from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q1 2025 buy was International Paper: 95 shares worth $5.07K.
  • Clear Investment Research added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $293K increase.
  • Clear Investment Research's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $192K.
  • Clear Investment Research fully exited iShares Frontier and Select EM ETF in Q1 2025, selling an estimated $298.
  • Clear Investment Research's ten largest holdings make up 54% of its $74.9M portfolio in Q1 2025.
  • Clear Investment Research opened 4 new positions and closed 2 in Q1 2025.
  • Clear Investment Research's portfolio value fell 3.6% quarter-over-quarter to $74.9M.

Based on Clear Investment Research's 13F filing for Q1 2025, filed 9 May 2025.