CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+7.91%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$74.3M
AUM Growth
+$74.3M
(+4.6%)
Cap. Flow
+$3.1M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
55.36%
Holding
277
New
5
Increased
77
Reduced
57
Closed
56
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.33M |
| 3 |
Fidelity Blue Chip Growth ETF
FBCG
|
$525K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$313K |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$309K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.6% |
| 2 | Technology | 7.78% |
| 3 | Healthcare | 3.85% |
| 4 | Financials | 2% |
| 5 | Consumer Staples | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Idexx Laboratories
IDXX
$50.5B
| $13.5K | 0.02% |
25
| – | – |
|
152
Realty Income
O
$52.9B
| $13.5K | 0.02% |
249
+7
| +3% | +$379 |
|
153
Charles Schwab
SCHW
$175B
| $13K | 0.02% |
180
| – | – |
|
154
Fidelity Enhanced Mid Cap ETF
FMDE
$3.33B
| $12.5K | 0.02% |
409
+1
| +0.2% | +$31 |
|
155
Honeywell
HON
$137B
| $12.3K | 0.02% |
59
-22
| -27% | -$4.58K |
|
156
RTX Corp
RTX
$211B
| $9.86K | 0.01% |
101
-41
| -29% | -$4K |
|
157
Abbott
ABT
$229B
| $9.14K | 0.01% |
80
| – | – |
|
158
Invesco Solar ETF
TAN
$721M
| $8.94K | 0.01% |
197
| – | – |
|
159
Ford
F
$46.3B
| $8.5K | 0.01% |
640
+18
| +3% | +$239 |
|
160
Blackrock
BLK
$171B
| $8.42K | 0.01% |
10
+2
| +25% | +$1.68K |
|
161
HP
HPQ
$26.8B
| $6.87K | 0.01% |
227
+2
| +0.9% | +$61 |
|
162
Royal Bank of Canada
RY
$205B
| $6.76K | 0.01% |
67
| – | – |
|
163
Generac Holdings
GNRC
$10.4B
| $6.31K | 0.01% |
50
| – | – |
|
164
Walt Disney
DIS
$210B
| $6.24K | 0.01% |
51
| – | – |
|
165
Levi Strauss
LEVI
$8.87B
| $6K | 0.01% |
300
| – | – |
|
166
Marvell Technology
MRVL
$53.7B
| $5.12K | 0.01% |
72
-2
| -3% | -$142 |
|
167
iShares MSCI ACWI ex US ETF
ACWX
$6.6B
| $4.89K | 0.01% |
91
| – | – |
|
168
NextEra Energy, Inc.
NEE
$148B
| $4.78K | 0.01% |
74
-384
| -84% | -$24.8K |
|
|
LAC
169
Lithium Americas
LAC
$694M
| $4.73K | 0.01% |
704
-9
| -1% | -$60 |
|
170
Vanguard High Dividend Yield ETF
VYM
$63.5B
| $4.72K | 0.01% |
39
| – | – |
|
171
DraftKings
DKNG
$23.7B
| $4.54K | 0.01% |
100
| – | – |
|
172
American Tower
AMT
$93.5B
| $4.42K | 0.01% |
22
-1
| -4% | -$201 |
|
173
Ecolab
ECL
$77.6B
| $3.94K | 0.01% |
17
+1
| +6% | +$232 |
|
174
iShares MSCI ACWI ETF
ACWI
$22B
| $3.92K | 0.01% |
35
| – | – |
|
175
Parker-Hannifin
PH
$94.7B
| $3.89K | 0.01% |
+7
| New | +$3.89K |
|