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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
-2.71%
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
$63.9M
AUM Growth
+$3.62M
Cap. Flow
+$6.43M
Cap. Flow %
10.06%
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–

Top Buys

1
XOM icon
ExxonMobil
XOM
+$238K
2
CLOI icon
VanEck CLO ETF
CLOI
+$225K
3
LMT icon
Lockheed Martin
LMT
+$208K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$206K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$204K

Top Sells

1
IVE icon
iShares S&P 500 Value ETF
IVE
+$490K
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$465K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$458K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$211K

Sector Composition

1 Technology 7.56%
2 Consumer Discretionary 4.49%
3 Healthcare 4.48%
4 Financials 2.78%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRLN icon
176
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$5.5K 0.01%
+137
New +$5.56K
PANW icon
177
Palo Alto Networks
PANW
$288B
$5.45K 0.01%
+34
New +$5.71K
PH icon
178
Parker-Hannifin
PH
$120B
$5.37K 0.01%
+6
New +$5.68K
IONS icon
179
Ionis Pharmaceuticals
IONS
$9.04B
$5.33K 0.01%
+71
New +$5.6K
HPE icon
180
Hewlett Packard
HPE
$62.8B
$5.32K 0.01%
+224
New +$4.96K
FTGC icon
181
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.9B
$5.2K 0.01%
+181
New +$4.68K
USAR
182
USA Rare Earth Inc
USAR
$4.24B
$5.12K 0.01%
+338
New +$6.56K
NEE icon
183
NextEra Energy
NEE
$186B
$5.1K 0.01%
+55
New +$4.89K
AIRR icon
184
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$5.1K 0.01%
+46
New +$5.2K
EFA icon
185
iShares MSCI EAFE ETF
EFA
$77.5B
$5.05K 0.01%
+52
New +$5.2K
IWO icon
186
iShares Russell 2000 Growth ETF
IWO
$15B
$5.02K 0.01%
+16
New +$5.32K
VST icon
187
Vistra
VST
$54B
$4.98K 0.01%
+33
New +$5.34K
MRNA icon
188
Moderna
MRNA
$27.1B
$4.93K 0.01%
+97
New +$4.53K
HPQ icon
189
HP
HPQ
$21.7B
$4.73K 0.01%
+246
New +$4.78K
NEAR icon
190
iShares Short Maturity Bond ETF
NEAR
$4.8B
$4.58K 0.01%
+90
New +$4.6K
LRCX icon
191
Lam Research
LRCX
$419B
$4.34K 0.01%
+20
New +$4.47K
FLBL icon
192
Franklin Senior Loan ETF
FLBL
$854M
$4.28K 0.01%
+186
New +$4.3K
CVS icon
193
CVS Health
CVS
$135B
$3.85K 0.01%
+54
New +$4.16K
TDG icon
194
TransDigm Group
TDG
$68.9B
$3.48K 0.01%
+3
New +$3.93K
SMR icon
195
NuScale Power
SMR
$2.89B
$3.25K 0.01%
+300
New +$4.57K
ITW icon
196
Illinois Tool Works
ITW
$78.1B
$3.06K ﹤0.01%
+12
New +$3.27K
ACWI icon
197
iShares MSCI ACWI ETF
ACWI
$33.3B
$3.03K ﹤0.01%
+22
New +$3.16K
WM icon
198
Waste Management
WM
$93.4B
$2.76K ﹤0.01%
+12
New +$2.76K
NET icon
199
Cloudflare
NET
$96.9B
$2.68K ﹤0.01%
+13
New +$2.48K
ALNY icon
200
Alnylam Pharmaceuticals
ALNY
$37.2B
$2.65K ﹤0.01%
+8
New +$2.72K
6 7
8
9 10

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