We are live on ! Find out more
CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
-2.33%
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
$77.7M
AUM Growth
+$812K
Cap. Flow
+$944K
Cap. Flow %
1.22%
Top 10 Hldgs %
53.38%
Holding
230
New
7
Increased
79
Reduced
32
Closed
5

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$289K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$226K
3
FBND icon
Fidelity Total Bond ETF
FBND
+$220K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$152K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$96.5K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$180K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$117K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$116K
4
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$57.5K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.1K

Sector Composition

Rank Sector Weight
1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAT icon
76
Dimensional US Targeted Value ETF
DFAT
$14.7B
$103K 0.13%
1,855
-66
-3% -$3.78K
IWF icon
77
iShares Russell 1000 Growth ETF
IWF
$128B
$103K 0.13%
1,028
– –
SOXX icon
78
iShares Semiconductor ETF
SOXX
$45.9B
$103K 0.13%
476
– –
TFC icon
79
Truist Financial
TFC
$64B
$102K 0.13%
2,360
-121
-5% -$5.4K
SLV icon
80
iShares Silver Trust
SLV
$30.9B
$99.2K 0.13%
3,767
+303
+9% +$8.66K
JHMM icon
81
John Hancock Multifactor Mid Cap ETF
JHMM
$6.13B
$96.4K 0.12%
1,613
-50
-3% -$3.08K
ISTB icon
82
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$93.4K 0.12%
1,955
+8
+0.4% +$384
PLTR icon
83
Palantir
PLTR
$413B
$93.2K 0.12%
+1,232
New +$71.8K
HD icon
84
Home Depot
HD
$355B
$92.9K 0.12%
238
+1
+0.4% +$409
AMAT icon
85
Applied Materials
AMAT
$428B
$90.3K 0.12%
555
– –
BSV icon
86
Vanguard Short-Term Bond ETF
BSV
$45.6B
$85.5K 0.11%
1,107
– –
TQQQ icon
87
ProShares UltraPro QQQ
TQQQ
$37.4B
$83.4K 0.11%
2,108
+958
+83% +$37.8K
NFLX icon
88
Netflix
NFLX
$309B
$81.3K 0.1%
910
– –
BBY icon
89
Best Buy
BBY
$17.3B
$77.2K 0.1%
900
– –
IWM icon
90
iShares Russell 2000 ETF
IWM
$81.9B
$75.1K 0.1%
340
+27
+9% +$6.16K
CDNS icon
91
Cadence Design Systems
CDNS
$93.4B
$75.1K 0.1%
250
– –
META icon
92
Meta Platforms (Facebook)
META
$1.51T
$71.3K 0.09%
121
+3
+3% +$1.76K
FIS icon
93
Fidelity National Information Services
FIS
$22.1B
$70.9K 0.09%
878
+1
+0.1% +$86
TBLL icon
94
Invesco Short Term Treasury ETF
TBLL
$2.85B
$66.8K 0.09%
632
+7
+1% +$739
AMD icon
95
Advanced Micro Devices
AMD
$789B
$65.1K 0.08%
539
+61
+13% +$8.78K
SPDW icon
96
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$64K 0.08%
1,875
+642
+52% +$23K
PFE icon
97
Pfizer
PFE
$153B
$63.4K 0.08%
2,391
– –
HDV
98
iShares Core High Dividend ETF
HDV
$14.8B
$61.9K 0.08%
2,755
+70
+3% +$1.65K
CGUS icon
99
Capital Group Core Equity ETF
CGUS
$11.9B
$61.9K 0.08%
1,769
+10
+0.6% +$350
SNPS icon
100
Synopsys
SNPS
$79.7B
$60.7K 0.08%
125
– –
2 3
4
5 6

Similar funds

LC
Lennar Corp Miami, Florida $64M AUM
HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

Clear Investment Research's Q4 2024 Portfolio in Review

As of Q4 2024, Clear Investment Research held 230 positions worth $77.7M, up 1.1% from $76.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research's Q4 2024 filing shows 7 new, 79 increased, 32 reduced and 5 closed positions. Its largest new stake was Palantir: 1,232 shares worth $93.2K. The largest sale was NVIDIA, an estimated $180K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 9.2% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Clear Investment Research's largest Q4 2024 buy was Palantir: 1,232 shares worth $93.2K.
  • Clear Investment Research added most to Graphic Packaging in Q4 2024, an estimated $289K increase.
  • Clear Investment Research's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $180K.
  • Clear Investment Research fully exited Invesco in Q4 2024, selling an estimated $17.6K.
  • Clear Investment Research's ten largest holdings make up 53% of its $77.7M portfolio in Q4 2024.
  • Clear Investment Research opened 7 new positions and closed 5 in Q4 2024.
  • Clear Investment Research's portfolio value rose 1.1% quarter-over-quarter to $77.7M.

Based on Clear Investment Research's 13F filing for Q4 2024, filed 11 Feb 2025.