CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
+1.46%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$76.7M
AUM Growth
+$76.7M
Cap. Flow
+$2.88M
Cap. Flow %
3.75%
Top 10 Hldgs %
55.21%
Holding
224
New
3
Increased
83
Reduced
38
Closed
12

Top Buys

1
NVDA icon
NVIDIA
NVDA
$918K
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$558K
3
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
$363K
4
SCHP icon
Schwab US TIPS ETF
SCHP
$297K
5
FBND icon
Fidelity Total Bond ETF
FBND
$255K

Top Sells

1
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$325K
2
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
$320K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$285K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
$27K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SLV icon
76
iShares Silver Trust
SLV
$20.1B
$96.3K 0.13%
3,623
+1,749
+93% +$46.5K
JHMM icon
77
John Hancock Multifactor Mid Cap ETF
JHMM
$4.29B
$94.7K 0.12%
1,721
+34
+2% +$1.87K
IWF icon
78
iShares Russell 1000 Growth ETF
IWF
$115B
$93.7K 0.12%
257
– –
AVGO icon
79
Broadcom
AVGO
$1.4T
$91.9K 0.12%
57
– –
IWM icon
80
iShares Russell 2000 ETF
IWM
$66.6B
$90.1K 0.12%
444
-43
-9% -$8.73K
BSV icon
81
Vanguard Short-Term Bond ETF
BSV
$38.3B
$84.9K 0.11%
1,107
– –
HD icon
82
Home Depot
HD
$405B
$81.6K 0.11%
236
+1
+0.4% +$346
TSLA icon
83
Tesla
TSLA
$1.06T
$79.9K 0.1%
404
-18
-4% -$3.56K
CDNS icon
84
Cadence Design Systems
CDNS
$95.5B
$76.9K 0.1%
250
– –
BBY icon
85
Best Buy
BBY
$15.6B
$75.9K 0.1%
900
– –
SNPS icon
86
Synopsys
SNPS
$112B
$74.4K 0.1%
125
– –
AMD icon
87
Advanced Micro Devices
AMD
$263B
$70.2K 0.09%
433
-4
-0.9% -$649
PFE icon
88
Pfizer
PFE
$142B
$66.9K 0.09%
2,391
– –
FIS icon
89
Fidelity National Information Services
FIS
$36.5B
$66.2K 0.09%
877
– –
TBLL icon
90
Invesco Short Term Treasury ETF
TBLL
$2.18B
$65.1K 0.08%
617
+8
+1% +$844
HDV icon
91
iShares Core High Dividend ETF
HDV
$11.7B
$63.7K 0.08%
586
-64
-10% -$6.96K
META icon
92
Meta Platforms (Facebook)
META
$1.85T
$60.8K 0.08%
120
+24
+25% +$12.2K
NFLX icon
93
Netflix
NFLX
$516B
$60.2K 0.08%
89
– –
KO icon
94
Coca-Cola
KO
$297B
$58.2K 0.08%
915
-36
-4% -$2.29K
CGUS icon
95
Capital Group Core Equity ETF
CGUS
$6.95B
$56.6K 0.07%
1,755
+4
+0.2% +$129
FPXI icon
96
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$154M
$55.8K 0.07%
1,186
– –
PEP icon
97
PepsiCo
PEP
$206B
$51.3K 0.07%
311
+3
+1% +$495
CGGR icon
98
Capital Group Growth ETF
CGGR
$15.2B
$48.7K 0.06%
1,481
– –
SCHC icon
99
Schwab International Small-Cap Equity ETF
SCHC
$4.73B
$48K 0.06%
1,348
– –
GE icon
100
GE Aerospace
GE
$292B
$47.7K 0.06%
300
– –
2 3
4
5 6