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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
+6.8%
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
$65.2M
AUM Growth
+$3.52M
Cap. Flow
-$296K
Cap. Flow %
-0.45%
Top 10 Hldgs %
59.83%
Holding
150
New
1
Increased
48
Reduced
28
Closed
–

Top Buys

Rank Stock Value
1
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$719K
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$237K
3
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$201K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$87.8K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$67.9K

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$880K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$247K
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$209K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$143K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$97K

Sector Composition

Rank Sector Weight
1 Technology 5.41%
2 Healthcare 2.42%
3 Financials 1.96%
4 Consumer Discretionary 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TBLL icon
76
Invesco Short Term Treasury ETF
TBLL
$2.85B
$60K 0.09%
566
– –
AMD icon
77
Advanced Micro Devices
AMD
$789B
$59K 0.09%
405
– –
NEAR icon
78
iShares Short Maturity Bond ETF
NEAR
$4.88B
$56K 0.09%
1,125
-104
-8% -$5.2K
HYS icon
79
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$55K 0.08%
558
-13
-2% -$1.28K
SLV icon
80
iShares Silver Trust
SLV
$30.9B
$52K 0.08%
2,419
+31
+1% +$670
CDNS icon
81
Cadence Design Systems
CDNS
$93.4B
$47K 0.07%
250
– –
SNPS icon
82
Synopsys
SNPS
$79.7B
$46K 0.07%
125
– –
VFH icon
83
Vanguard Financials ETF
VFH
$13.8B
$45K 0.07%
461
+6
+1% +$585
NFLX icon
84
Netflix
NFLX
$309B
$44K 0.07%
730
+200
+38% +$12.8K
FXO icon
85
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$43K 0.07%
935
+6
+0.6% +$280
TSLA icon
86
Tesla
TSLA
$1.3T
$43K 0.07%
123
– –
WBA
87
DELISTED
Walgreens Boots Alliance
WBA
$42K 0.06%
800
– –
PAYC icon
88
Paycom
PAYC
$9.69B
$41K 0.06%
98
– –
T icon
89
AT&T
T
$163B
$41K 0.06%
2,182
– –
SCHZ icon
90
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$40K 0.06%
1,500
– –
USMV icon
91
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$34K 0.05%
425
-6
-1% -$465
IXC icon
92
iShares Global Energy ETF
IXC
$2.62B
$32K 0.05%
1,179
+29
+3% +$822
ADBE icon
93
Adobe
ADBE
$105B
$31K 0.05%
55
+30
+120% +$18.8K
XLNX
94
DELISTED
Xilinx Inc
XLNX
$30K 0.05%
140
– –
XOM icon
95
ExxonMobil
XOM
$634B
$29K 0.04%
472
– –
GE icon
96
GE Aerospace
GE
$384B
$28K 0.04%
482
– –
LQD icon
97
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$27K 0.04%
204
– –
SRLN icon
98
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
$26K 0.04%
577
+2
+0.3% +$91
IBB icon
99
iShares Biotechnology ETF
IBB
$9.71B
$25K 0.04%
165
– –
PAVE icon
100
Global X US Infrastructure Development ETF
PAVE
$14.4B
$25K 0.04%
866
– –
2 3
4
5 6

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HFCIV
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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 Q4 2021 Portfolio in Review

As of Q4 2021, Clear Investment Research held 150 positions worth $65.2M, up 5.7% from $61.7M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Trading was light in Q4 2021: portfolio turnover was 0.67%. Clear Investment Research opened 1 new position and made no exits, leaving the 150-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 5.4% of assets, up from 4.6% a quarter earlier, followed by Healthcare and Financials.

  • Clear Investment Research's largest Q4 2021 buy was Ford: 500 shares worth $10K.
  • Clear Investment Research added most to VanEck Fallen Angel High Yield Bond ETF in Q4 2021, an estimated $719K increase.
  • Clear Investment Research's biggest Q4 2021 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $880K.
  • Clear Investment Research's ten largest holdings make up 60% of its $65.2M portfolio in Q4 2021.
  • Clear Investment Research opened 1 new position and closed 0 in Q4 2021.
  • Clear Investment Research's portfolio value rose 5.7% quarter-over-quarter to $65.2M.

Based on Clear Investment Research's 13F filing for Q4 2021, filed 24 Jan 2022.