CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.9M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$225K
3
+$208K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$206K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$204K

Top Sells

1
+$490K
2
+$465K
3
+$458K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K
5
IVV icon
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
TSPA icon
126
T. Rowe Price US Equity Research ETF
TSPA
$3.09B
$35.5K 0.06%
+867
DJP icon
127
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$817M
$33K 0.05%
+686
MU icon
128
Micron Technology
MU
$1.1T
$32.1K 0.05%
+95
UNH icon
129
UnitedHealth
UNH
$345B
$31.2K 0.05%
+115
IMTM icon
130
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.01B
$30.6K 0.05%
+636
BMY icon
131
Bristol-Myers Squibb
BMY
$117B
$30.3K 0.05%
+500
MRSH
132
Marsh
MRSH
$77.1B
$30.2K 0.05%
+174
TXN icon
133
Texas Instruments
TXN
$278B
$29.9K 0.05%
+154
VOO icon
134
Vanguard S&P 500 ETF
VOO
$977B
$29.3K 0.05%
+49
IVW icon
135
iShares S&P 500 Growth ETF
IVW
$76.3B
$29K 0.05%
256
-3,870
USB icon
136
US Bancorp
USB
$85.1B
$28.3K 0.04%
+544
AZN icon
137
AstraZeneca
AZN
$288B
$27.6K 0.04%
+140
IVE icon
138
iShares S&P 500 Value ETF
IVE
$50.4B
$25.1K 0.04%
119
-2,263
SMOT icon
139
VanEck Morningstar SMID Moat ETF
SMOT
$334M
$24.7K 0.04%
+703
PNC icon
140
PNC Financial Services
PNC
$88.8B
$24.6K 0.04%
+118
RTX icon
141
RTX Corp
RTX
$242B
$23.7K 0.04%
+123
CRM icon
142
Salesforce
CRM
$157B
$22.2K 0.03%
+119
EMB icon
143
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$21.1K 0.03%
+225
DG icon
144
Dollar General
DG
$24.4B
$20.9K 0.03%
+176
IJK icon
145
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$20.1K 0.03%
+200
RAAX icon
146
VanEck Inflation Allocation ETF
RAAX
$944M
$19.9K 0.03%
+489
O icon
147
Realty Income
O
$57.1B
$19.4K 0.03%
+316
IYW icon
148
iShares US Technology ETF
IYW
$25B
$19.2K 0.03%
+106
VWO icon
149
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$19.1K 0.03%
+353
ADP icon
150
Automatic Data Processing
ADP
$88.7B
$17.6K 0.03%
+86
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