CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.9M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Sells

1 +$490K
2 +$465K
3 +$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
$5.25B
$5.5K 0.01%
+137
PANW icon
177
Palo Alto Networks
PANW
$228B
$5.45K 0.01%
+34
PH icon
178
Parker-Hannifin
PH
$106B
$5.37K 0.01%
+6
IONS icon
179
Ionis Pharmaceuticals
IONS
$12.6B
$5.33K 0.01%
+71
HPE icon
180
Hewlett Packard
HPE
$57.1B
$5.32K 0.01%
+224
FTGC icon
181
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.68B
$5.2K 0.01%
+181
USAR
182
USA Rare Earth Inc
USAR
$6.25B
$5.12K 0.01%
+338
NEE icon
183
NextEra Energy
NEE
$181B
$5.1K 0.01%
+55
AIRR icon
184
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$5.1K 0.01%
+46
EFA icon
185
iShares MSCI EAFE ETF
EFA
$77.3B
$5.05K 0.01%
+52
IWO icon
186
iShares Russell 2000 Growth ETF
IWO
$14.7B
$5.02K 0.01%
+16
VST icon
187
Vistra
VST
$54B
$4.98K 0.01%
+33
MRNA icon
188
Moderna
MRNA
$18.7B
$4.93K 0.01%
+97
HPQ icon
189
HP
HPQ
$24.7B
$4.73K 0.01%
+246
NEAR icon
190
iShares Short Maturity Bond ETF
NEAR
$4.49B
$4.58K 0.01%
+90
LRCX icon
191
Lam Research
LRCX
$398B
$4.34K 0.01%
+20
FLBL icon
192
Franklin Senior Loan ETF
FLBL
$837M
$4.28K 0.01%
+186
CVS icon
193
CVS Health
CVS
$116B
$3.85K 0.01%
+54
TDG icon
194
TransDigm Group
TDG
$70.4B
$3.48K 0.01%
+3
SMR icon
195
NuScale Power
SMR
$4.39B
$3.25K 0.01%
+300
ITW icon
196
Illinois Tool Works
ITW
$71.1B
$3.06K ﹤0.01%
+12
ACWI icon
197
iShares MSCI ACWI ETF
ACWI
$32.9B
$3.03K ﹤0.01%
+22
WM icon
198
Waste Management
WM
$84.9B
$2.76K ﹤0.01%
+12
NET icon
199
Cloudflare
NET
$85.5B
$2.68K ﹤0.01%
+13
ALNY icon
200
Alnylam Pharmaceuticals
ALNY
$40.3B
$2.65K ﹤0.01%
+8