We are live on
!
Find out more
CIR
Clear Investment Research Portfolio holdings
AUM
$63.9M
1-Year Est. Return
11.37%
This Fund
S&P 500
This Quarter
Est. Return
-2.71%
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
$63.9M
AUM Growth
+$3.62M
(+6%)
Cap. Flow
+$6.43M
Cap. Flow
% of AUM
10.06%
Top 10 Holdings %
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–
Top Buys
| 1 |
ExxonMobil
XOM
|
+$238K |
| 2 |
VanEck CLO ETF
CLOI
|
+$225K |
| 3 |
Lockheed Martin
LMT
|
+$208K |
| 4 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$206K |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$204K |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$490K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$465K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$458K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$417K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Qualcomm
QCOM
$188B
| $17.5K | 0.03% |
+136
| New | +$19.9K |
|
|
SCHW
152
Charles Schwab
SCHW
$179B
| $16.9K | 0.03% |
+180
| New | +$17.7K |
|
153
Energy Transfer Partners
ET
$68.5B
| $15K | 0.02% |
+776
| New | +$14.2K |
|
154
Honeywell
HON
$70.6B
| $13.3K | 0.02% |
+59
| New | +$13.5K |
|
155
Ecolab
ECL
$76.1B
| $11.9K | 0.02% |
+45
| New | +$12.7K |
|
156
Pfizer
PFE
$141B
| $11K | 0.02% |
+391
| New | +$10.4K |
|
157
Warner Bros
WBD
$68.4B
| $10.9K | 0.02% |
+398
| New | +$11.1K |
|
158
Royal Bank of Canada
RY
$303B
| $10.8K | 0.02% |
+67
| New | +$11.2K |
|
159
iShares Select Dividend ETF
DVY
$23.4B
| $10.3K | 0.02% |
+68
| New | +$10.3K |
|
160
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.76B
| $10.2K | 0.02% |
+77
| New | +$10.5K |
|
|
SPYM
161
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
| $10.2K | 0.02% |
+133
| New | +$10.6K |
|
162
iShares Russell 2000 Value ETF
IWN
$14.4B
| $10K | 0.02% |
+53
| New | +$10.3K |
|
163
Abbott
ABT
$155B
| $10K | 0.02% |
+98
| New | +$11.1K |
|
164
Vanguard Mid-Cap Value ETF
VOE
$23.3B
| $9.92K | 0.02% |
+54
| New | +$10.1K |
|
165
United States Antimony
UAMY
$877M
| $8.73K | 0.01% |
+1,000
| New | +$8.72K |
|
|
CRWV
166
CoreWeave Inc
CRWV
$42.1B
| $7.75K | 0.01% |
+100
| New | +$8.68K |
|
167
Vanguard Small-Cap Value ETF
VBR
$36.8B
| $7.06K | 0.01% |
+32
| New | +$7.15K |
|
|
P
168
Everpure Inc
P
$23.5B
| $6.91K | 0.01% |
+117
| New | +$7.92K |
|
169
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
| $6.66K | 0.01% |
+97
| New | +$6.84K |
|
170
Halliburton
HAL
$29.4B
| $6.62K | 0.01% |
+170
| New | +$5.88K |
|
171
Rubrik
RBRK
$16.5B
| $6.56K | 0.01% |
+134
| New | +$7.69K |
|
172
American Tower
AMT
$78.6B
| $6.43K | 0.01% |
+37
| New | +$6.66K |
|
173
Rocket Companies
RKT
$41.3B
| $6.36K | 0.01% |
+446
| New | +$8.11K |
|
174
Blackrock
BLK
$169B
| $6K | 0.01% |
+6
| New | +$6.31K |
|
175
Vanguard High Dividend Yield ETF
VYM
$80B
| $5.63K | 0.01% |
+38
| New | +$5.71K |
|
Similar funds
LC
JC
HFCIV
JWBC
PC
CMU
PCOTEOTHU
CSTB