We are live on
!
Find out more
CIR
Clear Investment Research Portfolio holdings
AUM
$63.9M
1-Year Est. Return
11.37%
This Fund
S&P 500
This Quarter
Est. Return
-2.71%
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
$63.9M
AUM Growth
+$3.62M
(+6%)
Cap. Flow
+$6.43M
Cap. Flow
% of AUM
10.06%
Top 10 Holdings %
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–
Top Buys
| 1 |
ExxonMobil
XOM
|
+$238K |
| 2 |
VanEck CLO ETF
CLOI
|
+$225K |
| 3 |
Lockheed Martin
LMT
|
+$208K |
| 4 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$206K |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$204K |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$490K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$465K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$458K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$417K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
VanEck Bitcoin Trust
HODL
$1.09B
| $60.5K | 0.09% |
+3,157
| New | +$68.2K |
|
102
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
| $58.6K | 0.09% |
+1,253
| New | +$60.6K |
|
103
Oracle
ORCL
$382B
| $57.5K | 0.09% |
+391
| New | +$63.6K |
|
104
Vanguard Total Stock Market ETF
VTI
$665B
| $50.5K | 0.08% |
+157
| New | +$52.7K |
|
105
Mondelez International
MDLZ
$75.4B
| $50.5K | 0.08% |
+876
| New | +$50.7K |
|
106
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.59B
| $49.6K | 0.08% |
+537
| New | +$49.2K |
|
107
Visa
V
$683B
| $49.1K | 0.08% |
+162
| New | +$52.1K |
|
|
HDV
108
iShares Core High Dividend ETF
HDV
$13.9B
| $48.7K | 0.08% |
+1,795
| New | +$47.8K |
|
109
AT&T
T
$149B
| $47.8K | 0.07% |
+1,648
| New | +$44K |
|
110
Air Products & Chemicals
APD
$65.4B
| $46.6K | 0.07% |
+160
| New | +$44.1K |
|
111
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
| $46.4K | 0.07% |
+500
| New | +$47.5K |
|
112
Prologis
PLD
$133B
| $46.3K | 0.07% |
+351
| New | +$46.9K |
|
113
Marvell Technology
MRVL
$185B
| $46.3K | 0.07% |
+467
| New | +$39.2K |
|
114
Eaton
ETN
$157B
| $43.9K | 0.07% |
+123
| New | +$43.8K |
|
115
McDonald's
MCD
$190B
| $43.6K | 0.07% |
+140
| New | +$44.6K |
|
116
Fidelity National Information Services
FIS
$21.5B
| $40.5K | 0.06% |
+863
| New | +$46.4K |
|
117
MPLX
MPLX
$57.4B
| $39.9K | 0.06% |
+700
| New | +$39.7K |
|
118
iShares Russell 2000 ETF
IWM
$82.5B
| $38.6K | 0.06% |
+156
| New | +$40.2K |
|
119
Vanguard Dividend Appreciation ETF
VIG
$110B
| $37.4K | 0.06% |
+174
| New | +$38.8K |
|
120
Sempra
SRE
$61B
| $37.2K | 0.06% |
+383
| New | +$35K |
|
121
Starbucks
SBUX
$122B
| $37K | 0.06% |
+413
| New | +$39.1K |
|
122
JPMorgan Chase
JPM
$931B
| $36.8K | 0.06% |
+125
| New | +$37.9K |
|
123
CrowdStrike
CRWD
$212B
| $36.7K | 0.06% |
+376
| New | +$39.8K |
|
124
Travelers Companies
TRV
$70.4B
| $36.5K | 0.06% |
+125
| New | +$36.6K |
|
125
Phillips 66
PSX
$78.5B
| $35.9K | 0.06% |
+197
| New | +$30.9K |
|
Similar funds
LC
JC
HFCIV
JWBC
PC
CMU
PCOTEOTHU
CSTB