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
$60.3M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$287K
3
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

1
+$2.3M
2
+$650K
3
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
101
T-Mobile US
TMUS
$239B
– –
-11
TRV icon
102
Travelers Companies
TRV
$66.7B
– –
-125
TSLA icon
103
Tesla
TSLA
$1.51T
– –
-436
TSPA icon
104
T. Rowe Price US Equity Research ETF
TSPA
$2.19B
– –
-862
TXN icon
105
Texas Instruments
TXN
$193B
– –
-154
UBER icon
106
Uber
UBER
$155B
– –
-35
UNH icon
107
UnitedHealth
UNH
$266B
– –
-88
USB icon
108
US Bancorp
USB
$85B
– –
-544
USMV icon
109
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
– –
-484
V icon
110
Visa
V
$616B
– –
-144
VBR icon
111
Vanguard Small-Cap Value ETF
VBR
$34.4B
– –
-32
VCSH icon
112
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.9B
– –
-6
VIG icon
113
Vanguard Dividend Appreciation ETF
VIG
$105B
– –
-176
VOE icon
114
Vanguard Mid-Cap Value ETF
VOE
$22.2B
– –
-51
VOO icon
115
Vanguard S&P 500 ETF
VOO
$855B
– –
-45
VST icon
116
Vistra
VST
$58.9B
– –
-28
VTEB icon
117
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44B
– –
-1,220
VTI icon
118
Vanguard Total Stock Market ETF
VTI
$582B
– –
-156
VTRS icon
119
Viatris
VTRS
$17.2B
– –
-248
VTV icon
120
Vanguard Value ETF
VTV
$171B
– –
-320
VWO icon
121
Vanguard FTSE Emerging Markets ETF
VWO
$116B
– –
-346
VYM icon
122
Vanguard High Dividend Yield ETF
VYM
$74.6B
– –
-38
W icon
123
Wayfair
W
$9.98B
– –
-23
WAB icon
124
Wabtec
WAB
$45B
– –
-12
WBD icon
125
Warner Bros
WBD
$69.9B
– –
-398
3 4
5
6 7