CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$480K
2
+$364K
3
+$194K
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$188K
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$145K

Top Sells

1
+$2.35M
2
+$2.21M
3
+$1.39M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$937K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$750K

Sector Composition

1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
126
Eaton
ETN
$129B
$45.9K 0.06%
122
FTA icon
127
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.22B
$44.3K 0.06%
+531
APD icon
128
Air Products & Chemicals
APD
$59.3B
$43.4K 0.06%
159
+27
MCD icon
129
McDonald's
MCD
$219B
$42.6K 0.06%
140
+33
MRVL icon
130
Marvell Technology
MRVL
$68.8B
$40.3K 0.05%
478
-12
IGOV icon
131
iShares International Treasury Bond ETF
IGOV
$995M
$39.7K 0.05%
933
PLD icon
132
Prologis
PLD
$123B
$39.3K 0.05%
343
+88
JPM icon
133
JPMorgan Chase
JPM
$836B
$38.8K 0.05%
122
-14
VIG icon
134
Vanguard Dividend Appreciation ETF
VIG
$104B
$38K 0.05%
+176
SBUX icon
135
Starbucks
SBUX
$106B
$36.5K 0.05%
431
+114
TSPA icon
136
T. Rowe Price US Equity Research ETF
TSPA
$2.16B
$36.1K 0.05%
+862
MRSH
137
Marsh
MRSH
$89.4B
$35.1K 0.05%
173
+34
MPLX icon
138
MPLX
MPLX
$57.1B
$35K 0.05%
700
TRV icon
139
Travelers Companies
TRV
$60.4B
$34.9K 0.05%
125
+14
SRE icon
140
Sempra
SRE
$59.9B
$34.5K 0.05%
382
+54
TFLR icon
141
T. Rowe Price Floating Rate ETF
TFLR
$464M
$34.2K 0.05%
+665
IWM icon
142
iShares Russell 2000 ETF
IWM
$77.3B
$32.7K 0.04%
135
+6
UNH icon
143
UnitedHealth
UNH
$306B
$30.4K 0.04%
88
+1
CGXU icon
144
Capital Group International Focus Equity ETF
CGXU
$4.65B
$29.5K 0.04%
997
-57
IMTM icon
145
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.71B
$29K 0.04%
605
+7
TXN icon
146
Texas Instruments
TXN
$173B
$28.3K 0.04%
154
+15
CRM icon
147
Salesforce
CRM
$218B
$28.1K 0.04%
118
-11
VOO icon
148
Vanguard S&P 500 ETF
VOO
$851B
$27.6K 0.04%
+45
PSX icon
149
Phillips 66
PSX
$56.7B
$26.8K 0.04%
197
+58
USB icon
150
US Bancorp
USB
$83.7B
$26.3K 0.04%
544
+92
4 5
6
7 8