CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.9M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$225K
3
+$208K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$206K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$204K

Top Sells

1
+$490K
2
+$465K
3
+$458K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$211K

Sector Composition

1 Technology 7.56%
2 Consumer Discretionary 4.49%
3 Healthcare 4.48%
4 Financials 2.78%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
76
iShares Russell 1000 Growth ETF
IWF
$132B
$110K 0.17%
+1,028
TFC icon
77
Truist Financial
TFC
$60.1B
$107K 0.17%
+2,324
JHMM icon
78
John Hancock Multifactor Mid Cap ETF
JHMM
$5.58B
$106K 0.17%
+1,582
SPDW icon
79
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.8B
$105K 0.16%
+2,297
EEMV icon
80
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.7B
$103K 0.16%
+1,595
DFAT icon
81
Dimensional US Targeted Value ETF
DFAT
$13.7B
$102K 0.16%
+1,637
AMD icon
82
Advanced Micro Devices
AMD
$842B
$102K 0.16%
+499
NFLX icon
83
Netflix
NFLX
$362B
$91.2K 0.14%
+948
MRK icon
84
Merck
MRK
$293B
$81.3K 0.13%
+676
CVX icon
85
Chevron
CVX
$363B
$79.7K 0.12%
+385
HD icon
86
Home Depot
HD
$316B
$78.6K 0.12%
+239
ISTB icon
87
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.71B
$76.8K 0.12%
+1,585
FPXI icon
88
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$210M
$73.2K 0.11%
+1,186
JNJ icon
89
Johnson & Johnson
JNJ
$542B
$73.2K 0.11%
+300
AGG icon
90
iShares Core US Aggregate Bond ETF
AGG
$136B
$73K 0.11%
+735
CGUS icon
91
Capital Group Core Equity ETF
CGUS
$11.2B
$71K 0.11%
+1,848
TBLL icon
92
Invesco Short Term Treasury ETF
TBLL
$2.51B
$69.5K 0.11%
+658
SPLV icon
93
Invesco S&P 500 Low Volatility ETF
SPLV
$7.08B
$69K 0.11%
+943
COST icon
94
Costco
COST
$424B
$68.3K 0.11%
+69
IYR icon
95
iShares US Real Estate ETF
IYR
$4.59B
$67.3K 0.11%
+712
PEP icon
96
PepsiCo
PEP
$197B
$64.9K 0.1%
+418
VTEB icon
97
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43B
$61.9K 0.1%
+1,241
VTV icon
98
Vanguard Value ETF
VTV
$178B
$61K 0.1%
+311
ABBV icon
99
AbbVie
ABBV
$385B
$60.6K 0.09%
+279
CGGR icon
100
Capital Group Growth ETF
CGGR
$24.2B
$60.5K 0.09%
+1,507
2 3
4
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