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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
+6.22%
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
$74.6M
AUM Growth
-$4.64M
Cap. Flow
-$8.42M
Cap. Flow %
-11.28%
Top 10 Hldgs %
48.9%
Holding
254
New
24
Increased
83
Reduced
47
Closed
2

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$476K
2
FBND icon
Fidelity Total Bond ETF
FBND
+$362K
3
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$2.62M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$923K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$720K

Sector Composition

Rank Sector Weight
1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
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
$55.3B
$139K 0.19%
1,334
+2
+0.2% +$199
EVIM icon
77
Eaton Vance Intermediate Municipal Income ETF
EVIM
$274M
$135K 0.18%
+2,580
New +$133K
SPYV icon
78
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$132K 0.18%
2,386
+11
+0.5% +$592
SCHE icon
79
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$129K 0.17%
3,879
+1
+0% +$32
SOXX icon
80
iShares Semiconductor ETF
SOXX
$45.2B
$129K 0.17%
476
– –
IWF icon
81
iShares Russell 1000 Growth ETF
IWF
$127B
$120K 0.16%
1,028
– –
SPLV icon
82
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
$117K 0.16%
1,586
+16
+1% +$1.17K
AMAT icon
83
Applied Materials
AMAT
$420B
$114K 0.15%
555
– –
TFC icon
84
Truist Financial
TFC
$63.6B
$108K 0.14%
2,360
– –
SLV icon
85
iShares Silver Trust
SLV
$31.5B
$106K 0.14%
2,510
-551
-18% -$19.8K
NFLX icon
86
Netflix
NFLX
$312B
$106K 0.14%
880
-70
-7% -$8.54K
JHMM icon
87
John Hancock Multifactor Mid Cap ETF
JHMM
$6.11B
$104K 0.14%
1,661
-8
-0.5% -$506
DFAT icon
88
Dimensional US Targeted Value ETF
DFAT
$14.7B
$96.5K 0.13%
1,657
+6
+0.4% +$342
HD icon
89
Home Depot
HD
$349B
$96K 0.13%
236
-4
-2% -$1.57K
ISTB icon
90
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$94.5K 0.13%
1,934
+2
+0.1% +$97
SPDW icon
91
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$92.4K 0.12%
2,158
– –
GE icon
92
GE Aerospace
GE
$381B
$90.2K 0.12%
300
– –
CLOI icon
93
VanEck CLO ETF
CLOI
$1.53B
$88.8K 0.12%
+1,672
New +$88.5K
CDNS icon
94
Cadence Design Systems
CDNS
$93.3B
$87.8K 0.12%
250
– –
BSV icon
95
Vanguard Short-Term Bond ETF
BSV
$45.6B
$87.4K 0.12%
1,107
– –
ORCL icon
96
Oracle
ORCL
$429B
$82.7K 0.11%
294
– –
HODL icon
97
VanEck Bitcoin Trust
HODL
$1.07B
$82.1K 0.11%
2,537
+650
+34% +$21.1K
AMD icon
98
Advanced Micro Devices
AMD
$777B
$80.4K 0.11%
497
-49
-9% -$7.91K
EMB icon
99
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$72.6K 0.1%
762
-667
-47% -$62.5K
CGUS icon
100
Capital Group Core Equity ETF
CGUS
$11.9B
$71.6K 0.1%
1,810
+5
+0.3% +$192
2 3
4
5 6

Similar funds

LC
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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
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1I
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CPM
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NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

Clear Investment Research's Q3 2025 Portfolio in Review

As of Q3 2025, Clear Investment Research held 254 positions worth $74.6M, down 5.9% from $79.3M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clear Investment Research withdrew a net $8.42M in Q3 2025, closing 2 positions and reducing 47 holdings. Its most notable exit was Walgreens Boots Alliance, an estimated $9.18K position sold in full.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.4% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research opened a new position in TransDigm Group worth $3.95K.

  • Clear Investment Research's largest Q3 2025 buy was TransDigm Group: 125 shares worth $3.95K.
  • Clear Investment Research added most to Vanguard Real Estate ETF in Q3 2025, an estimated $476K increase.
  • Clear Investment Research's biggest Q3 2025 reduction was Graphic Packaging, cutting an estimated $2.62M.
  • Clear Investment Research fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $9.18K.
  • Clear Investment Research's ten largest holdings make up 49% of its $74.6M portfolio in Q3 2025.
  • Clear Investment Research opened 24 new positions and closed 2 in Q3 2025.
  • Clear Investment Research's portfolio value fell 5.9% quarter-over-quarter to $74.6M.

Based on Clear Investment Research's 13F filing for Q3 2025, filed 7 Nov 2025.