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
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$454K
3
+$124K
4
PLTR icon
Palantir
PLTR
+$90.5K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61.2K

Top Sells

1
+$46.5M
2
+$779K
3
+$156K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$119K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$79.1K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USO icon
76
United States Oil Fund
USO
$845M
$128K 0.16%
1,746
NFLX icon
77
Netflix
NFLX
$510B
$128K 0.16%
95
SPYG icon
78
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$127K 0.16%
1,332
+2
SPYV icon
79
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$124K 0.16%
2,375
+11
SCHE icon
80
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$117K 0.15%
3,878
-10
SPLV icon
81
Invesco S&P 500 Low Volatility ETF
SPLV
$7.82B
$114K 0.14%
1,570
+3
SOXX icon
82
iShares Semiconductor ETF
SOXX
$15.7B
$114K 0.14%
476
IWF icon
83
iShares Russell 1000 Growth ETF
IWF
$122B
$109K 0.14%
257
JHMM icon
84
John Hancock Multifactor Mid Cap ETF
JHMM
$4.37B
$102K 0.13%
1,669
+4
AMAT icon
85
Applied Materials
AMAT
$179B
$102K 0.13%
555
TFC icon
86
Truist Financial
TFC
$54.9B
$101K 0.13%
2,360
SLV icon
87
iShares Silver Trust
SLV
$25.3B
$100K 0.13%
3,061
-180
ISTB icon
88
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
$94K 0.12%
1,932
+10
DFAT icon
89
Dimensional US Targeted Value ETF
DFAT
$11.3B
$89.1K 0.11%
1,651
-245
HD icon
90
Home Depot
HD
$390B
$88.3K 0.11%
240
+1
SPDW icon
91
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$87.4K 0.11%
2,158
+283
BSV icon
92
Vanguard Short-Term Bond ETF
BSV
$39B
$87.1K 0.11%
1,107
AMD icon
93
Advanced Micro Devices
AMD
$378B
$77.5K 0.1%
546
GE icon
94
GE Aerospace
GE
$318B
$77.2K 0.1%
300
CDNS icon
95
Cadence Design Systems
CDNS
$88.9B
$77K 0.1%
250
COST icon
96
Costco
COST
$415B
$75.5K 0.1%
76
+21
FIS icon
97
Fidelity National Information Services
FIS
$34.9B
$70.2K 0.09%
862
-16
TBLL icon
98
Invesco Short Term Treasury ETF
TBLL
$2.22B
$68.2K 0.09%
646
+7
FPXI icon
99
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$160M
$67K 0.08%
1,186
CGUS icon
100
Capital Group Core Equity ETF
CGUS
$7.31B
$66.7K 0.08%
1,805
+5
2 3
4
5 6