CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$362K
3
+$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

1
+$2.62M
2
+$2.13M
3
+$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

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
$43.9B
$139K 0.19%
1,334
+2
EVIM icon
77
Eaton Vance Intermediate Municipal Income ETF
EVIM
$184M
$135K 0.18%
+2,580
SPYV icon
78
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.2B
$132K 0.18%
2,386
+11
SCHE icon
79
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$129K 0.17%
3,879
+1
SOXX icon
80
iShares Semiconductor ETF
SOXX
$22.3B
$129K 0.17%
476
IWF icon
81
iShares Russell 1000 Growth ETF
IWF
$117B
$120K 0.16%
257
SPLV icon
82
Invesco S&P 500 Low Volatility ETF
SPLV
$8.1B
$117K 0.16%
1,586
+16
AMAT icon
83
Applied Materials
AMAT
$295B
$114K 0.15%
555
TFC icon
84
Truist Financial
TFC
$62.3B
$108K 0.14%
2,360
SLV icon
85
iShares Silver Trust
SLV
$47.2B
$106K 0.14%
2,510
-551
NFLX icon
86
Netflix
NFLX
$406B
$106K 0.14%
880
-70
JHMM icon
87
John Hancock Multifactor Mid Cap ETF
JHMM
$5.09B
$104K 0.14%
1,661
-8
DFAT icon
88
Dimensional US Targeted Value ETF
DFAT
$13.2B
$96.5K 0.13%
1,657
+6
HD icon
89
Home Depot
HD
$379B
$96K 0.13%
236
-4
ISTB icon
90
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.82B
$94.5K 0.13%
1,934
+2
SPDW icon
91
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$38.9B
$92.4K 0.12%
2,158
GE icon
92
GE Aerospace
GE
$359B
$90.2K 0.12%
300
CLOI icon
93
VanEck CLO ETF
CLOI
$1.37B
$88.8K 0.12%
+1,672
CDNS icon
94
Cadence Design Systems
CDNS
$82.2B
$87.8K 0.12%
250
BSV icon
95
Vanguard Short-Term Bond ETF
BSV
$43.6B
$87.4K 0.12%
1,107
ORCL icon
96
Oracle
ORCL
$418B
$82.7K 0.11%
294
HODL icon
97
VanEck Bitcoin Trust
HODL
$1.21B
$82.1K 0.11%
2,537
+650
AMD icon
98
Advanced Micro Devices
AMD
$326B
$80.4K 0.11%
497
-49
EMB icon
99
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
$72.6K 0.1%
762
-667
CGUS icon
100
Capital Group Core Equity ETF
CGUS
$8.99B
$71.6K 0.1%
1,810
+5
2 3
4
5 6