CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
+10.66%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$71M
AUM Growth
+$71M
Cap. Flow
+$7.36M
Cap. Flow %
10.36%
Top 10 Hldgs %
54.69%
Holding
281
New
76
Increased
77
Reduced
46
Closed
10

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
$2.1M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$783K
3
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$714K
4
VV icon
Vanguard Large-Cap ETF
VV
$500K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$484K

Top Sells

1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$321K
2
GPK icon
Graphic Packaging
GPK
$306K
3
VNQ icon
Vanguard Real Estate ETF
VNQ
$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPLV icon
76
Invesco S&P 500 Low Volatility ETF
SPLV
$7.95B
$96.6K 0.14%
1,541
+1
+0.1% +$63
IWM icon
77
iShares Russell 2000 ETF
IWM
$66.4B
$94.4K 0.13%
470
– –
SPYD icon
78
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.21B
$94.2K 0.13%
2,403
– –
TFC icon
79
Truist Financial
TFC
$59.7B
$91.6K 0.13%
2,481
-196
-7% -$7.24K
VIG icon
80
Vanguard Dividend Appreciation ETF
VIG
$94.8B
$88.4K 0.12%
+518
New +$88.4K
VTI icon
81
Vanguard Total Stock Market ETF
VTI
$523B
$87.2K 0.12%
+367
New +$87.2K
SCHK icon
82
Schwab 1000 Index ETF
SCHK
$4.48B
$86.7K 0.12%
+1,883
New +$86.7K
BSV icon
83
Vanguard Short-Term Bond ETF
BSV
$38.3B
$85.3K 0.12%
1,107
-787
-42% -$60.6K
HD icon
84
Home Depot
HD
$405B
$81.4K 0.11%
235
+75
+47% +$26K
IAU icon
85
iShares Gold Trust
IAU
$52.2B
$80.9K 0.11%
2,074
+4
+0.2% +$156
IGOV icon
86
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.11B
$79.5K 0.11%
1,924
-106
-5% -$4.38K
AVGO icon
87
Broadcom
AVGO
$1.41T
$79.3K 0.11%
71
+65
+1,083% +$72.6K
IWF icon
88
iShares Russell 1000 Growth ETF
IWF
$116B
$77.9K 0.11%
257
– –
JHMM icon
89
John Hancock Multifactor Mid Cap ETF
JHMM
$4.28B
$72.8K 0.1%
1,382
-60
-4% -$3.16K
SNPS icon
90
Synopsys
SNPS
$109B
$72.1K 0.1%
140
+15
+12% +$7.72K
BBY icon
91
Best Buy
BBY
$15.8B
$70.5K 0.1%
900
– –
HDV icon
92
iShares Core High Dividend ETF
HDV
$11.5B
$70K 0.1%
686
+22
+3% +$2.25K
TSLA icon
93
Tesla
TSLA
$1.08T
$69.8K 0.1%
281
+57
+25% +$14.2K
SOXX icon
94
iShares Semiconductor ETF
SOXX
$13.3B
$69.7K 0.1%
121
– –
USO icon
95
United States Oil Fund
USO
$965M
$68.9K 0.1%
1,034
– –
PFE icon
96
Pfizer
PFE
$141B
$68.8K 0.1%
2,391
– –
CDNS icon
97
Cadence Design Systems
CDNS
$94.1B
$68.1K 0.1%
250
– –
SPYG icon
98
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.3B
$66.4K 0.09%
+1,020
New +$66.4K
TBLL icon
99
Invesco Short Term Treasury ETF
TBLL
$2.18B
$63.6K 0.09%
601
+8
+1% +$846
AMD icon
100
Advanced Micro Devices
AMD
$262B
$60K 0.08%
407
+2
+0.5% +$295
2 3
4
5 6