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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
-1.6%
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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
+$859K
Cap. Flow %
1.15%
Top 10 Hldgs %
54.29%
Holding
229
New
4
Increased
64
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
2
KO icon
Coca-Cola
KO
+$205K
3
GPK icon
Graphic Packaging
GPK
+$141K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$87.5K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$192K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$66.3K
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$40K
4
IAU icon
iShares Gold Trust
IAU
+$35.5K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$32.8K

Sector Composition

Rank Sector Weight
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
$778B
$56.1K 0.07%
546
+7
+1% +$778
FPXI icon
102
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$296M
$55.9K 0.07%
1,186
– –
RSP icon
103
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
$55.8K 0.07%
33
-92
-74% -$16.4K
MDT icon
104
Medtronic
MDT
$113B
$53.9K 0.07%
600
– –
SNPS icon
105
Synopsys
SNPS
$80.2B
$53.6K 0.07%
125
– –
ABBV icon
106
AbbVie
ABBV
$434B
$53.1K 0.07%
253
– –
COST icon
107
Costco
COST
$420B
$52.2K 0.07%
55
– –
CGGR icon
108
Capital Group Growth ETF
CGGR
$25.1B
$51.5K 0.07%
1,504
+18
+1% +$674
V icon
109
Visa
V
$676B
$50.6K 0.07%
144
-5
-3% -$1.69K
SCHC icon
110
Schwab International Small-Cap Equity ETF
SCHC
$5.64B
$48.4K 0.06%
1,348
– –
PEP icon
111
PepsiCo
PEP
$189B
$46.8K 0.06%
312
-2
-0.6% -$298
T icon
112
AT&T
T
$163B
$46.6K 0.06%
1,648
– –
CVX icon
113
Chevron
CVX
$378B
$45.9K 0.06%
274
-12
-4% -$1.88K
UNH icon
114
UnitedHealth
UNH
$373B
$43K 0.06%
82
– –
USMV icon
115
iShares MSCI USA Min Vol Factor ETF
USMV
$24.5B
$41.2K 0.06%
439
+2
+0.5% +$184
ORCL icon
116
Oracle
ORCL
$432B
$41.1K 0.05%
294
– –
APD icon
117
Air Products & Chemicals
APD
$68.1B
$39K 0.05%
132
– –
GOOG icon
118
Alphabet (Google) Class C
GOOG
$4.31T
$38.3K 0.05%
245
– –
MPLX icon
119
MPLX
MPLX
$59.6B
$37.5K 0.05%
700
– –
MDLZ icon
120
Mondelez International
MDLZ
$78.9B
$37.1K 0.05%
547
+5
+0.9% +$308
CRWD icon
121
CrowdStrike
CRWD
$228B
$37K 0.05%
420
– –
IGOV icon
122
iShares International Treasury Bond ETF
IGOV
$1.53B
$36.8K 0.05%
933
– –
CRM icon
123
Salesforce
CRM
$160B
$34.5K 0.05%
128
– –
MRSH
124
Marsh
MRSH
$91.3B
$34.2K 0.05%
139
– –
MCD icon
125
McDonald's
MCD
$194B
$33.5K 0.04%
107
– –
3 4
5
6 7

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LC
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HFCIV
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CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

Clear Investment Research's Q1 2025 Portfolio in Review

As of Q1 2025, Clear Investment Research held 229 positions worth $74.9M, down 3.6% from $77.7M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.6%. Clear Investment Research opened 4 new positions and exited 2, leaving the 229-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.3% of assets, down from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q1 2025 buy was International Paper: 95 shares worth $5.07K.
  • Clear Investment Research added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $293K increase.
  • Clear Investment Research's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $192K.
  • Clear Investment Research fully exited iShares Frontier and Select EM ETF in Q1 2025, selling an estimated $298.
  • Clear Investment Research's ten largest holdings make up 54% of its $74.9M portfolio in Q1 2025.
  • Clear Investment Research opened 4 new positions and closed 2 in Q1 2025.
  • Clear Investment Research's portfolio value fell 3.6% quarter-over-quarter to $74.9M.

Based on Clear Investment Research's 13F filing for Q1 2025, filed 9 May 2025.