CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
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
+$480K
2
+$364K
3
+$194K
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$188K
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$145K

Top Sells

1
+$2.35M
2
+$2.21M
3
+$1.39M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$937K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$750K

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
FPXI icon
101
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$161M
$71.1K 0.1%
1,186
TBLL icon
102
Invesco Short Term Treasury ETF
TBLL
$2.25B
$68.2K 0.09%
646
BBY icon
103
Best Buy
BBY
$14.2B
$68.1K 0.09%
900
CGGR icon
104
Capital Group Growth ETF
CGGR
$19.5B
$66.1K 0.09%
1,504
ABBV icon
105
AbbVie
ABBV
$385B
$64.5K 0.09%
278
+25
COST icon
106
Costco
COST
$424B
$63.3K 0.08%
68
-8
HDV icon
107
iShares Core High Dividend ETF
HDV
$12.3B
$62.4K 0.08%
509
+12
SNPS icon
108
Synopsys
SNPS
$96.7B
$61.7K 0.08%
125
VTEB icon
109
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$61.1K 0.08%
1,220
+197
PFE icon
110
Pfizer
PFE
$146B
$60.9K 0.08%
2,391
VTV icon
111
Vanguard Value ETF
VTV
$164B
$59.7K 0.08%
+320
GOOG icon
112
Alphabet (Google) Class C
GOOG
$4.02T
$59.7K 0.08%
245
PEP icon
113
PepsiCo
PEP
$201B
$58.7K 0.08%
418
+105
MDT icon
114
Medtronic
MDT
$127B
$57.1K 0.08%
600
SCHC icon
115
Schwab International Small-Cap Equity ETF
SCHC
$5.22B
$57K 0.08%
1,253
-95
FIS icon
116
Fidelity National Information Services
FIS
$32.5B
$56.9K 0.08%
862
MRK icon
117
Merck
MRK
$275B
$56.7K 0.08%
676
+317
MDLZ icon
118
Mondelez International
MDLZ
$74B
$53.8K 0.07%
860
+310
VTI icon
119
Vanguard Total Stock Market ETF
VTI
$584B
$51.2K 0.07%
+156
CVX icon
120
Chevron
CVX
$334B
$50.9K 0.07%
327
+52
V icon
121
Visa
V
$633B
$49.5K 0.07%
144
FMDE icon
122
Fidelity Enhanced Mid Cap ETF
FMDE
$4.87B
$46.6K 0.06%
1,288
+872
T icon
123
AT&T
T
$168B
$46.5K 0.06%
1,648
USMV icon
124
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$46.1K 0.06%
484
+8
CRWD icon
125
CrowdStrike
CRWD
$118B
$46.1K 0.06%
94
-11
3 4
5
6 7