CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$480K
2
+$364K
3
+$194K
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$188K
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$145K

Top Sells

1
+$2.35M
2
+$2.21M
3
+$1.39M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$937K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$750K

Sector Composition

1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
76
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.4B
$139K 0.19%
1,334
+2
EVIM icon
77
Eaton Vance Intermediate Municipal Income ETF
EVIM
$151M
$135K 0.18%
+2,580
SPYV icon
78
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.5B
$132K 0.18%
2,386
+11
SCHE icon
79
Schwab Emerging Markets Equity ETF
SCHE
$12B
$129K 0.17%
3,879
+1
SOXX icon
80
iShares Semiconductor ETF
SOXX
$20B
$129K 0.17%
476
IWF icon
81
iShares Russell 1000 Growth ETF
IWF
$123B
$120K 0.16%
257
SPLV icon
82
Invesco S&P 500 Low Volatility ETF
SPLV
$7.39B
$117K 0.16%
1,586
+16
AMAT icon
83
Applied Materials
AMAT
$254B
$114K 0.15%
555
TFC icon
84
Truist Financial
TFC
$64.4B
$108K 0.14%
2,360
SLV icon
85
iShares Silver Trust
SLV
$47.6B
$106K 0.14%
2,510
-551
NFLX icon
86
Netflix
NFLX
$374B
$106K 0.14%
880
-70
JHMM icon
87
John Hancock Multifactor Mid Cap ETF
JHMM
$4.85B
$104K 0.14%
1,661
-8
DFAT icon
88
Dimensional US Targeted Value ETF
DFAT
$12.8B
$96.5K 0.13%
1,657
+6
HD icon
89
Home Depot
HD
$378B
$96K 0.13%
236
-4
ISTB icon
90
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.71B
$94.5K 0.13%
1,934
+2
SPDW icon
91
SPDR Portfolio Developed World ex-US ETF
SPDW
$34.7B
$92.4K 0.12%
2,158
GE icon
92
GE Aerospace
GE
$337B
$90.2K 0.12%
300
CLOI icon
93
VanEck CLO ETF
CLOI
$1.33B
$88.8K 0.12%
+1,672
CDNS icon
94
Cadence Design Systems
CDNS
$87.2B
$87.8K 0.12%
250
BSV icon
95
Vanguard Short-Term Bond ETF
BSV
$42.4B
$87.4K 0.12%
1,107
ORCL icon
96
Oracle
ORCL
$545B
$82.7K 0.11%
294
HODL icon
97
VanEck Bitcoin Trust
HODL
$1.75B
$82.1K 0.11%
2,537
+650
AMD icon
98
Advanced Micro Devices
AMD
$372B
$80.4K 0.11%
497
-49
EMB icon
99
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.6B
$72.6K 0.1%
762
-667
CGUS icon
100
Capital Group Core Equity ETF
CGUS
$8.58B
$71.6K 0.1%
1,810
+5
2 3
4
5 6