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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
-2.33%
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
$77.7M
AUM Growth
+$812K
Cap. Flow
+$944K
Cap. Flow %
1.22%
Top 10 Hldgs %
53.38%
Holding
230
New
7
Increased
79
Reduced
32
Closed
5

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$289K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$226K
3
FBND icon
Fidelity Total Bond ETF
FBND
+$220K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$152K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$96.5K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$180K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$117K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$116K
4
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$57.5K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.1K

Sector Composition

Rank Sector Weight
1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
101
Coca-Cola
KO
$375B
$59.1K 0.08%
949
+63
+7% +$4.11K
FPXI icon
102
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$297M
$55.9K 0.07%
1,186
– –
CGGR icon
103
Capital Group Growth ETF
CGGR
$25B
$55.2K 0.07%
1,486
+3
+0.2% +$110
COST icon
104
Costco
COST
$420B
$50.5K 0.07%
55
+10
+22% +$9.28K
GE icon
105
GE Aerospace
GE
$384B
$50K 0.06%
300
– –
ORCL icon
106
Oracle
ORCL
$423B
$49K 0.06%
294
– –
MDT icon
107
Medtronic
MDT
$112B
$47.9K 0.06%
600
– –
PEP icon
108
PepsiCo
PEP
$190B
$47.8K 0.06%
314
+3
+1% +$492
V icon
109
Visa
V
$677B
$47.2K 0.06%
149
-3
-2% -$902
GOOG icon
110
Alphabet (Google) Class C
GOOG
$4.32T
$46.7K 0.06%
245
– –
SCHC icon
111
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
$46.3K 0.06%
1,348
– –
ABBV icon
112
AbbVie
ABBV
$435B
$45.1K 0.06%
253
– –
CRM icon
113
Salesforce
CRM
$158B
$42.9K 0.06%
128
-1
-0.8% -$319
UNH icon
114
UnitedHealth
UNH
$370B
$41.9K 0.05%
82
+6
+8% +$3.41K
CVX icon
115
Chevron
CVX
$366B
$41.5K 0.05%
286
+7
+3% +$1.07K
ETN icon
116
Eaton
ETN
$174B
$40.7K 0.05%
122
– –
USMV icon
117
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$38.9K 0.05%
437
+2
+0.5% +$183
APD icon
118
Air Products & Chemicals
APD
$67.6B
$38.3K 0.05%
132
– –
T icon
119
AT&T
T
$163B
$37.3K 0.05%
1,648
– –
CRWD icon
120
CrowdStrike
CRWD
$218B
$35.9K 0.05%
420
– –
IGOV icon
121
iShares International Treasury Bond ETF
IGOV
$1.54B
$35.8K 0.05%
933
– –
MRK icon
122
Merck
MRK
$318B
$35.7K 0.05%
359
– –
MPLX icon
123
MPLX
MPLX
$59.7B
$33.5K 0.04%
700
– –
CGXU icon
124
Capital Group International Focus Equity ETF
CGXU
$6.55B
$33.4K 0.04%
1,355
– –
JPM icon
125
JPMorgan Chase
JPM
$950B
$33.3K 0.04%
138
– –
3 4
5
6 7

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CMU
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1M
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AIM
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1I
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CPM
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NIP
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Clear Investment Research's Q4 2024 Portfolio in Review

As of Q4 2024, Clear Investment Research held 230 positions worth $77.7M, up 1.1% from $76.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research's Q4 2024 filing shows 7 new, 79 increased, 32 reduced and 5 closed positions. Its largest new stake was Palantir: 1,232 shares worth $93.2K. The largest sale was NVIDIA, an estimated $180K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 9.2% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Clear Investment Research's largest Q4 2024 buy was Palantir: 1,232 shares worth $93.2K.
  • Clear Investment Research added most to Graphic Packaging in Q4 2024, an estimated $289K increase.
  • Clear Investment Research's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $180K.
  • Clear Investment Research fully exited Invesco in Q4 2024, selling an estimated $17.6K.
  • Clear Investment Research's ten largest holdings make up 53% of its $77.7M portfolio in Q4 2024.
  • Clear Investment Research opened 7 new positions and closed 5 in Q4 2024.
  • Clear Investment Research's portfolio value rose 1.1% quarter-over-quarter to $77.7M.

Based on Clear Investment Research's 13F filing for Q4 2024, filed 11 Feb 2025.