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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
-1.6%
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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
+$859K
Cap. Flow %
1.15%
Top 10 Hldgs %
54.29%
Holding
229
New
4
Increased
64
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
2
KO icon
Coca-Cola
KO
+$205K
3
GPK icon
Graphic Packaging
GPK
+$141K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$87.5K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$192K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$66.3K
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$40K
4
IAU icon
iShares Gold Trust
IAU
+$35.5K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$32.8K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
151
Realty Income
O
$58.4B
$14.7K 0.02%
253
– –
SCHW
152
Charles Schwab
SCHW
$188B
$14.1K 0.02%
180
– –
RTX icon
153
RTX Corp
RTX
$302B
$13.9K 0.02%
105
-23
-18% -$2.92K
FMDE icon
154
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.15B
$13K 0.02%
414
+1
+0.2% +$33
FBIN icon
155
Fortune Brands Innovations
FBIN
$5.75B
$12.2K 0.02%
200
– –
HON icon
156
Honeywell
HON
$77B
$12.1K 0.02%
60
-2
-3% -$405
ABT icon
157
Abbott
ABT
$188B
$10.7K 0.01%
80
– –
ECL icon
158
Ecolab
ECL
$79.3B
$10.7K 0.01%
42
-1
-2% -$252
WBA
159
DELISTED
Walgreens Boots Alliance
WBA
$8.94K 0.01%
800
– –
BLK icon
160
Blackrock
BLK
$175B
$8.68K 0.01%
9
– –
RBRK icon
161
Rubrik
RBRK
$20.4B
$8.17K 0.01%
134
– –
FLBL icon
162
Franklin Senior Loan ETF
FLBL
$857M
$7.82K 0.01%
325
– –
RY icon
163
Royal Bank of Canada
RY
$294B
$7.55K 0.01%
67
– –
HPQ icon
164
HP
HPQ
$27.7B
$6.51K 0.01%
235
+2
+0.9% +$63
SRLN icon
165
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$5.63K 0.01%
137
– –
PANW icon
166
Palo Alto Networks
PANW
$311B
$5.46K 0.01%
32
-75
-70% -$13.9K
AMT icon
167
American Tower
AMT
$78.9B
$5.4K 0.01%
24
-6
-20% -$1.18K
ACWX icon
168
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$5.23K 0.01%
94
– –
IP icon
169
International Paper
IP
$21.8B
$5.07K 0.01%
+95
New +$5.2K
P
170
Everpure Inc
P
$33.1B
$4.96K 0.01%
112
+9
+9% +$543
VYM icon
171
Vanguard High Dividend Yield ETF
VYM
$83.7B
$4.9K 0.01%
38
– –
NEAR icon
172
iShares Short Maturity Bond ETF
NEAR
$4.88B
$4.43K 0.01%
87
-8
-8% -$405
WBD icon
173
Warner Bros
WBD
$67.5B
$4.27K 0.01%
398
– –
NTNX icon
174
Nutanix
NTNX
$17.5B
$4.26K 0.01%
61
– –
NEE icon
175
NextEra Energy
NEE
$176B
$3.78K 0.01%
53
+1
+2% +$71
5 6
7
8 9

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Clear Investment Research held 229 positions worth $74.9M, down 3.6% from $77.7M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.6%. Clear Investment Research opened 4 new positions and exited 2, leaving the 229-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.3% of assets, down from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q1 2025 buy was International Paper: 95 shares worth $5.07K.
  • Clear Investment Research added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $293K increase.
  • Clear Investment Research's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $192K.
  • Clear Investment Research fully exited iShares Frontier and Select EM ETF in Q1 2025, selling an estimated $298.
  • Clear Investment Research's ten largest holdings make up 54% of its $74.9M portfolio in Q1 2025.
  • Clear Investment Research opened 4 new positions and closed 2 in Q1 2025.
  • Clear Investment Research's portfolio value fell 3.6% quarter-over-quarter to $74.9M.

Based on Clear Investment Research's 13F filing for Q1 2025, filed 9 May 2025.