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
-1.6%
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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
+$859K
Cap. Flow %
1.15%
Top 10 Hldgs %
54.29%
Holding
229
New
4
Increased
64
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
2
KO icon
Coca-Cola
KO
+$205K
3
GPK icon
Graphic Packaging
GPK
+$141K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$87.5K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$192K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$66.3K
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$40K
4
IAU icon
iShares Gold Trust
IAU
+$35.5K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$32.8K

Sector Composition

Rank Sector Weight
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
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$107K 0.14%
1,330
+2
+0.2% +$175
SLV icon
77
iShares Silver Trust
SLV
$31.6B
$100K 0.13%
3,241
-526
-14% -$15.3K
DFAT icon
78
Dimensional US Targeted Value ETF
DFAT
$14.7B
$97.7K 0.13%
1,896
+41
+2% +$2.26K
TFC icon
79
Truist Financial
TFC
$63.3B
$97.1K 0.13%
2,360
– –
TSLA icon
80
Tesla
TSLA
$1.3T
$96.1K 0.13%
371
+40
+12% +$13.3K
JHMM icon
81
John Hancock Multifactor Mid Cap ETF
JHMM
$6.11B
$95.4K 0.13%
1,665
+52
+3% +$3.13K
ISTB icon
82
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$92.9K 0.12%
1,922
-33
-2% -$1.58K
IWF icon
83
iShares Russell 1000 Growth ETF
IWF
$127B
$92.8K 0.12%
1,028
– –
SOXX icon
84
iShares Semiconductor ETF
SOXX
$45.2B
$89.6K 0.12%
476
– –
NFLX icon
85
Netflix
NFLX
$315B
$88.8K 0.12%
950
+40
+4% +$3.8K
HD icon
86
Home Depot
HD
$347B
$87.9K 0.12%
239
+1
+0.4% +$390
BSV icon
87
Vanguard Short-Term Bond ETF
BSV
$45.6B
$86.7K 0.12%
1,107
– –
AMAT icon
88
Applied Materials
AMAT
$420B
$80.5K 0.11%
555
– –
META icon
89
Meta Platforms (Facebook)
META
$1.51T
$73.7K 0.1%
127
+6
+5% +$3.87K
SPDW icon
90
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$68.3K 0.09%
1,875
– –
IWM icon
91
iShares Russell 2000 ETF
IWM
$81.4B
$67.9K 0.09%
340
– –
TBLL icon
92
Invesco Short Term Treasury ETF
TBLL
$2.85B
$67.5K 0.09%
639
+7
+1% +$739
TQQQ icon
93
ProShares UltraPro QQQ
TQQQ
$37.2B
$66.6K 0.09%
2,324
+216
+10% +$8.2K
BBY icon
94
Best Buy
BBY
$17.4B
$66.2K 0.09%
900
– –
FIS icon
95
Fidelity National Information Services
FIS
$21.9B
$65.6K 0.09%
878
– –
HDV
96
iShares Core High Dividend ETF
HDV
$14.9B
$64.4K 0.09%
2,655
-100
-4% -$2.34K
CDNS icon
97
Cadence Design Systems
CDNS
$93.1B
$63.6K 0.08%
250
– –
PFE icon
98
Pfizer
PFE
$155B
$60.6K 0.08%
2,391
– –
CGUS icon
99
Capital Group Core Equity ETF
CGUS
$11.9B
$60.1K 0.08%
1,800
+31
+2% +$1.09K
GE icon
100
GE Aerospace
GE
$380B
$60K 0.08%
300
– –
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 Q1 2025 Portfolio in Review

As of Q1 2025, Clear Investment Research held 229 positions worth $74.9M, down 3.6% from $77.7M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.6%. Clear Investment Research opened 4 new positions and exited 2, leaving the 229-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.3% of assets, down from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q1 2025 buy was International Paper: 95 shares worth $5.07K.
  • Clear Investment Research added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $293K increase.
  • Clear Investment Research's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $192K.
  • Clear Investment Research fully exited iShares Frontier and Select EM ETF in Q1 2025, selling an estimated $298.
  • Clear Investment Research's ten largest holdings make up 54% of its $74.9M portfolio in Q1 2025.
  • Clear Investment Research opened 4 new positions and closed 2 in Q1 2025.
  • Clear Investment Research's portfolio value fell 3.6% quarter-over-quarter to $74.9M.

Based on Clear Investment Research's 13F filing for Q1 2025, filed 9 May 2025.