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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
+7.05%
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
$51.6M
AUM Growth
+$4.18M
Cap. Flow
+$941K
Cap. Flow %
1.82%
Top 10 Hldgs %
56.61%
Holding
191
New
22
Increased
55
Reduced
29
Closed
10

Top Buys

Rank Stock Value
1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$154K
3
AMZN icon
Amazon
AMZN
+$142K
4
MSFT icon
Microsoft
MSFT
+$99.6K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$51K

Top Sells

Rank Stock Value
1
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$262K
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$196K
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$94K
4
AAPL icon
Apple
AAPL
+$42.7K
5
TTEK icon
Tetra Tech
TTEK
+$39K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 11.1%
2 Technology 5.78%
3 Healthcare 3.62%
4 Consumer Staples 2.13%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOXX icon
151
iShares Semiconductor ETF
SOXX
$45.9B
$2K ﹤0.01%
+21
New +$2.44K
UBER icon
152
Uber
UBER
$153B
$2K ﹤0.01%
68
– –
ABNB icon
153
Airbnb
ABNB
$107B
$1K ﹤0.01%
8
– –
BA icon
154
Boeing
BA
$185B
$1K ﹤0.01%
3
– –
CMCSA icon
155
Comcast
CMCSA
$90B
$1K ﹤0.01%
+19
New +$628
DKNG icon
156
DraftKings
DKNG
$11.9B
$1K ﹤0.01%
106
– –
KR icon
157
Kroger
KR
$34.8B
$1K ﹤0.01%
+23
New +$1.06K
META icon
158
Meta Platforms (Facebook)
META
$1.51T
$1K ﹤0.01%
6
– –
TD icon
159
Toronto Dominion Bank
TD
$200B
$1K ﹤0.01%
10
– –
TQQQ icon
160
ProShares UltraPro QQQ
TQQQ
$37.4B
$1K ﹤0.01%
150
+6
+4% +$61
WAB icon
161
Wabtec
WAB
$49.3B
$1K ﹤0.01%
12
– –
PRSU
162
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
$1K ﹤0.01%
42
– –
BLNK icon
163
Blink Charging
BLNK
$87.9M
– –
-10
Closed –
CHKP icon
164
Check Point Software Technologies
CHKP
$13.1B
– –
-180
Closed -$20K
CNNE icon
165
Cannae Holdings
CNNE
$649M
$0 ﹤0.01%
1
– –
COIN icon
166
Coinbase
COIN
$40.5B
$0 ﹤0.01%
1
– –
CSCO icon
167
Cisco
CSCO
$479B
– –
-81
Closed -$3K
DAL icon
168
Delta Air Lines
DAL
$60.1B
$0 ﹤0.01%
10
– –
DXC icon
169
DXC Technology
DXC
$1.73B
$0 ﹤0.01%
14
– –
POWR
170
iShares U.S. Power Infrastructure ETF
POWR
$459M
$0 ﹤0.01%
12
+1
+9% +$25
FNF icon
171
Fidelity National Financial
FNF
$13.5B
$0 ﹤0.01%
3
– –
GRWG icon
172
GrowGeneration
GRWG
$90.7M
$0 ﹤0.01%
100
– –
IQV icon
173
IQVIA
IQV
$39.3B
– –
-150
Closed -$27K
KRNY icon
174
Kearny Financial
KRNY
$599M
$0 ﹤0.01%
30
– –
MP icon
175
MP Materials
MP
$9.1B
– –
-1,000
Closed -$27K
4 5 6
7
8

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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 Q4 2022 Portfolio in Review

As of Q4 2022, Clear Investment Research held 191 positions worth $51.6M, up 8.8% from $47.5M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Clear Investment Research's Q4 2022 filing shows 22 new, 55 increased, 29 reduced and 10 closed positions. Its largest new stake was Dollar General: 180 shares worth $44K. The largest sale was iShares 0-5 Year TIPS Bond ETF, an estimated $262K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, up from 11% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q4 2022 buy was Dollar General: 180 shares worth $44K.
  • Clear Investment Research added most to Schwab Short-Term US Treasury ETF in Q4 2022, an estimated $960K increase.
  • Clear Investment Research's biggest Q4 2022 reduction was iShares 0-5 Year TIPS Bond ETF, cutting an estimated $262K.
  • Clear Investment Research fully exited Tetra Tech in Q4 2022, selling an estimated $39K.
  • Clear Investment Research's ten largest holdings make up 57% of its $51.6M portfolio in Q4 2022.
  • Clear Investment Research opened 22 new positions and closed 10 in Q4 2022.
  • Clear Investment Research's portfolio value rose 8.8% quarter-over-quarter to $51.6M.

Based on Clear Investment Research's 13F filing for Q4 2022, filed 10 Feb 2023.