CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$279K
2 +$220K
3 +$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1 +$194K
2 +$156K
3 +$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMD icon
101
Advanced Micro Devices
AMD
$381B
$56.1K 0.07%
546
+7
FPXI icon
102
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$160M
$55.9K 0.07%
1,186
RSP icon
103
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$55.8K 0.07%
33
-92
MDT icon
104
Medtronic
MDT
$122B
$53.9K 0.07%
600
SNPS icon
105
Synopsys
SNPS
$81.8B
$53.6K 0.07%
125
ABBV icon
106
AbbVie
ABBV
$401B
$53.1K 0.07%
253
COST icon
107
Costco
COST
$410B
$52.2K 0.07%
55
CGGR icon
108
Capital Group Growth ETF
CGGR
$16.4B
$51.5K 0.07%
1,504
+18
V icon
109
Visa
V
$651B
$50.6K 0.07%
144
-5
SCHC icon
110
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
$48.4K 0.06%
1,348
PEP icon
111
PepsiCo
PEP
$209B
$46.8K 0.06%
312
-2
T icon
112
AT&T
T
$187B
$46.6K 0.06%
1,648
CVX icon
113
Chevron
CVX
$306B
$45.9K 0.06%
274
-12
UNH icon
114
UnitedHealth
UNH
$323B
$43K 0.06%
82
USMV icon
115
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$41.2K 0.06%
439
+2
ORCL icon
116
Oracle
ORCL
$892B
$41.1K 0.05%
294
APD icon
117
Air Products & Chemicals
APD
$56.3B
$39K 0.05%
132
GOOG icon
118
Alphabet (Google) Class C
GOOG
$3.05T
$38.3K 0.05%
245
MPLX icon
119
MPLX
MPLX
$49.5B
$37.5K 0.05%
700
MDLZ icon
120
Mondelez International
MDLZ
$79.7B
$37.1K 0.05%
547
+5
CRWD icon
121
CrowdStrike
CRWD
$121B
$37K 0.05%
105
IGOV icon
122
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.13B
$36.8K 0.05%
933
CRM icon
123
Salesforce
CRM
$234B
$34.5K 0.05%
128
MMC icon
124
Marsh & McLennan
MMC
$91.4B
$34.2K 0.05%
139
MCD icon
125
McDonald's
MCD
$218B
$33.5K 0.04%
107