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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
-2.33%
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
$77.7M
AUM Growth
+$812K
Cap. Flow
+$944K
Cap. Flow %
1.22%
Top 10 Hldgs %
53.38%
Holding
230
New
7
Increased
79
Reduced
32
Closed
5

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$289K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$226K
3
FBND icon
Fidelity Total Bond ETF
FBND
+$220K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$152K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$96.5K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$180K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$117K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$116K
4
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$57.5K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.1K

Sector Composition

Rank Sector Weight
1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBIN icon
151
Fortune Brands Innovations
FBIN
$6.06B
$13.7K 0.02%
200
– –
FMDE icon
152
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.12B
$13.6K 0.02%
413
+1
+0.2% +$33
O icon
153
Realty Income
O
$59.1B
$13.5K 0.02%
253
– –
DG icon
154
Dollar General
DG
$27.9B
$13.3K 0.02%
176
– –
SCHW
155
Charles Schwab
SCHW
$187B
$13.3K 0.02%
180
– –
HON icon
156
Honeywell
HON
$78B
$13.1K 0.02%
62
– –
ECL icon
157
Ecolab
ECL
$79.9B
$10.1K 0.01%
43
+3
+8% +$746
BLK icon
158
Blackrock
BLK
$176B
$9.38K 0.01%
+9
New +$9.13K
ABT icon
159
Abbott
ABT
$187B
$9.14K 0.01%
80
– –
RBRK icon
160
Rubrik
RBRK
$18.5B
$8.76K 0.01%
134
– –
RY icon
161
Royal Bank of Canada
RY
$293B
$8.07K 0.01%
67
– –
FLBL icon
162
Franklin Senior Loan ETF
FLBL
$857M
$7.89K 0.01%
325
-12
-4% -$292
HPQ icon
163
HP
HPQ
$27.5B
$7.61K 0.01%
233
+2
+0.9% +$72
WBA
164
DELISTED
Walgreens Boots Alliance
WBA
$7.46K 0.01%
800
– –
P
165
Everpure Inc
P
$29.9B
$6.33K 0.01%
103
– –
RSP icon
166
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$5.88K 0.01%
125
– –
SRLN icon
167
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
$5.72K 0.01%
137
– –
ACWX icon
168
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$4.92K 0.01%
94
+1
+1% +$55
VYM icon
169
Vanguard High Dividend Yield ETF
VYM
$83.5B
$4.85K 0.01%
38
-1
-3% -$130
NEAR icon
170
iShares Short Maturity Bond ETF
NEAR
$4.88B
$4.84K 0.01%
95
– –
AMT icon
171
American Tower
AMT
$80.4B
$4.63K 0.01%
30
+6
+25% +$1.24K
HPE icon
172
Hewlett Packard
HPE
$70.5B
$4.62K 0.01%
216
+2
+0.9% +$42
ACWI icon
173
iShares MSCI ACWI ETF
ACWI
$33.4B
$4.25K 0.01%
36
+1
+3% +$120
LULU icon
174
lululemon athletica
LULU
$14.6B
$4.21K 0.01%
11
– –
WBD icon
175
Warner Bros
WBD
$67.1B
$4.21K 0.01%
398
– –
5 6
7
8 9

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CMU
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1M
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AIM
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1I
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CPM
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NIP
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Clear Investment Research's Q4 2024 Portfolio in Review

As of Q4 2024, Clear Investment Research held 230 positions worth $77.7M, up 1.1% from $76.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research's Q4 2024 filing shows 7 new, 79 increased, 32 reduced and 5 closed positions. Its largest new stake was Palantir: 1,232 shares worth $93.2K. The largest sale was NVIDIA, an estimated $180K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 9.2% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Clear Investment Research's largest Q4 2024 buy was Palantir: 1,232 shares worth $93.2K.
  • Clear Investment Research added most to Graphic Packaging in Q4 2024, an estimated $289K increase.
  • Clear Investment Research's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $180K.
  • Clear Investment Research fully exited Invesco in Q4 2024, selling an estimated $17.6K.
  • Clear Investment Research's ten largest holdings make up 53% of its $77.7M portfolio in Q4 2024.
  • Clear Investment Research opened 7 new positions and closed 5 in Q4 2024.
  • Clear Investment Research's portfolio value rose 1.1% quarter-over-quarter to $77.7M.

Based on Clear Investment Research's 13F filing for Q4 2024, filed 11 Feb 2025.