CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$476K
2 +$362K
3 +$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

1 +$2.62M
2 +$2.13M
3 +$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$923K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$720K

Sector Composition

1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADP icon
151
Automatic Data Processing
ADP
$79.9B
$25.4K 0.03%
86
+4
SMOT icon
152
VanEck Morningstar SMID Moat ETF
SMOT
$330M
$25K 0.03%
693
+41
PNC icon
153
PNC Financial Services
PNC
$90.5B
$23.7K 0.03%
118
+11
QCOM icon
154
Qualcomm
QCOM
$143B
$22.6K 0.03%
135
+33
BMY icon
155
Bristol-Myers Squibb
BMY
$121B
$22.6K 0.03%
500
MTUM icon
156
iShares MSCI USA Momentum Factor ETF
MTUM
$23.3B
$22.3K 0.03%
87
AZN icon
157
AstraZeneca
AZN
$298B
$21.5K 0.03%
280
IJK icon
158
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.3B
$19.5K 0.03%
+203
O icon
159
Realty Income
O
$59.8B
$19.2K 0.03%
315
+62
VWO icon
160
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$18.8K 0.03%
+346
EFAV icon
161
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.36B
$18.4K 0.02%
217
DG icon
162
Dollar General
DG
$26.9B
$18.2K 0.02%
176
IYW icon
163
iShares US Technology ETF
IYW
$20.6B
$18K 0.02%
+92
RTX icon
164
RTX Corp
RTX
$241B
$17.7K 0.02%
105
SCHW icon
165
Charles Schwab
SCHW
$155B
$17.2K 0.02%
180
LRCX icon
166
Lam Research
LRCX
$323B
$13.7K 0.02%
102
+90
CRWV
167
CoreWeave Inc
CRWV
$62.8B
$13.7K 0.02%
100
ABT icon
168
Abbott
ABT
$161B
$13.1K 0.02%
97
+17
ET icon
169
Energy Transfer Partners
ET
$65.9B
$12.8K 0.02%
748
-74
HON icon
170
Honeywell
HON
$136B
$12.1K 0.02%
60
ECL icon
171
Ecolab
ECL
$76.7B
$11.6K 0.02%
42
RBRK icon
172
Rubrik
RBRK
$10.5B
$11K 0.01%
134
BLK icon
173
Blackrock
BLK
$164B
$10.7K 0.01%
9
FBIN icon
174
Fortune Brands Innovations
FBIN
$4.96B
$10.7K 0.01%
200
DVY icon
175
iShares Select Dividend ETF
DVY
$22.6B
$10.4K 0.01%
+73