CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
76
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$107K 0.14%
1,330
+2
SLV icon
77
iShares Silver Trust
SLV
$25.3B
$100K 0.13%
3,241
-526
DFAT icon
78
Dimensional US Targeted Value ETF
DFAT
$11.3B
$97.7K 0.13%
1,896
+41
TFC icon
79
Truist Financial
TFC
$53B
$97.1K 0.13%
2,360
TSLA icon
80
Tesla
TSLA
$1.43T
$96.1K 0.13%
371
+40
JHMM icon
81
John Hancock Multifactor Mid Cap ETF
JHMM
$4.37B
$95.4K 0.13%
1,665
+52
ISTB icon
82
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
$92.9K 0.12%
1,922
-33
IWF icon
83
iShares Russell 1000 Growth ETF
IWF
$122B
$92.8K 0.12%
257
SOXX icon
84
iShares Semiconductor ETF
SOXX
$15.7B
$89.6K 0.12%
476
NFLX icon
85
Netflix
NFLX
$503B
$88.8K 0.12%
95
+4
HD icon
86
Home Depot
HD
$386B
$87.9K 0.12%
239
+1
BSV icon
87
Vanguard Short-Term Bond ETF
BSV
$39B
$86.7K 0.12%
1,107
AMAT icon
88
Applied Materials
AMAT
$181B
$80.5K 0.11%
555
META icon
89
Meta Platforms (Facebook)
META
$1.79T
$73.7K 0.1%
127
+6
SPDW icon
90
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$68.3K 0.09%
1,875
IWM icon
91
iShares Russell 2000 ETF
IWM
$69.9B
$67.9K 0.09%
340
TBLL icon
92
Invesco Short Term Treasury ETF
TBLL
$2.22B
$67.5K 0.09%
639
+7
TQQQ icon
93
ProShares UltraPro QQQ
TQQQ
$28.1B
$66.6K 0.09%
1,162
+108
BBY icon
94
Best Buy
BBY
$16.5B
$66.2K 0.09%
900
FIS icon
95
Fidelity National Information Services
FIS
$34.4B
$65.6K 0.09%
878
HDV icon
96
iShares Core High Dividend ETF
HDV
$11.7B
$64.4K 0.09%
531
-20
CDNS icon
97
Cadence Design Systems
CDNS
$88.4B
$63.6K 0.08%
250
PFE icon
98
Pfizer
PFE
$138B
$60.6K 0.08%
2,391
CGUS icon
99
Capital Group Core Equity ETF
CGUS
$7.31B
$60.1K 0.08%
1,800
+31
GE icon
100
GE Aerospace
GE
$318B
$60K 0.08%
300
2 3
4
5 6