CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.9M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Sells

1 +$490K
2 +$465K
3 +$458K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$211K

Sector Composition

1 Technology 7.56%
2 Consumer Discretionary 4.49%
3 Healthcare 4.48%
4 Financials 2.78%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HODL icon
101
VanEck Bitcoin Trust
HODL
$1.23B
$60.5K 0.09%
+3,157
SCHC icon
102
Schwab International Small-Cap Equity ETF
SCHC
$5.59B
$58.6K 0.09%
+1,253
ORCL icon
103
Oracle
ORCL
$649B
$57.5K 0.09%
+391
VTI icon
104
Vanguard Total Stock Market ETF
VTI
$657B
$50.5K 0.08%
+157
MDLZ icon
105
Mondelez International
MDLZ
$78.5B
$50.5K 0.08%
+876
FTA icon
106
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.31B
$49.6K 0.08%
+537
V icon
107
Visa
V
$621B
$49.1K 0.08%
+162
HDV
108
iShares Core High Dividend ETF
HDV
$13.4B
$48.7K 0.08%
+1,795
T icon
109
AT&T
T
$172B
$47.8K 0.07%
+1,648
APD icon
110
Air Products & Chemicals
APD
$62B
$46.6K 0.07%
+160
USMV icon
111
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$46.4K 0.07%
+500
PLD icon
112
Prologis
PLD
$134B
$46.3K 0.07%
+351
MRVL icon
113
Marvell Technology
MRVL
$179B
$46.3K 0.07%
+467
ETN icon
114
Eaton
ETN
$156B
$43.9K 0.07%
+123
MCD icon
115
McDonald's
MCD
$198B
$43.6K 0.07%
+140
FIS icon
116
Fidelity National Information Services
FIS
$22.2B
$40.5K 0.06%
+863
MPLX icon
117
MPLX
MPLX
$55.5B
$39.9K 0.06%
+700
IWM icon
118
iShares Russell 2000 ETF
IWM
$78.3B
$38.6K 0.06%
+156
VIG icon
119
Vanguard Dividend Appreciation ETF
VIG
$109B
$37.4K 0.06%
+174
SRE icon
120
Sempra
SRE
$58.3B
$37.2K 0.06%
+383
SBUX icon
121
Starbucks
SBUX
$113B
$37K 0.06%
+413
JPM icon
122
JPMorgan Chase
JPM
$802B
$36.8K 0.06%
+125
CRWD icon
123
CrowdStrike
CRWD
$186B
$36.7K 0.06%
+94
TRV icon
124
Travelers Companies
TRV
$62.1B
$36.5K 0.06%
+125
PSX icon
125
Phillips 66
PSX
$70.5B
$35.9K 0.06%
+197