CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$454K
3
+$124K
4
PLTR icon
Palantir
PLTR
+$90.5K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61.2K

Top Sells

1
+$46.5M
2
+$779K
3
+$156K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$119K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$79.1K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBD icon
176
Warner Bros
WBD
$45B
$4.56K 0.01%
398
NEAR icon
177
iShares Short Maturity Bond ETF
NEAR
$3.59B
$4.5K 0.01%
88
+1
HPE icon
178
Hewlett Packard
HPE
$30.3B
$4.49K 0.01%
219
+2
IP icon
179
International Paper
IP
$24.6B
$4.45K 0.01%
95
DKNG icon
180
DraftKings
DKNG
$16.9B
$4.29K 0.01%
100
NTNX icon
181
Nutanix
NTNX
$18.2B
$4.28K 0.01%
56
-5
FLBL icon
182
Franklin Senior Loan ETF
FLBL
$1.2B
$4.02K 0.01%
166
-159
NEE icon
183
NextEra Energy
NEE
$174B
$3.73K ﹤0.01%
53
UBER icon
184
Uber
UBER
$192B
$3.27K ﹤0.01%
35
-2
WM icon
185
Waste Management
WM
$86.8B
$2.98K ﹤0.01%
13
+1
LULU icon
186
lululemon athletica
LULU
$19.9B
$2.85K ﹤0.01%
12
+1
ITW icon
187
Illinois Tool Works
ITW
$72.7B
$2.85K ﹤0.01%
11
IONS icon
188
Ionis Pharmaceuticals
IONS
$11.6B
$2.81K ﹤0.01%
71
+20
ACWI icon
189
iShares MSCI ACWI ETF
ACWI
$22.9B
$2.79K ﹤0.01%
21
TMUS icon
190
T-Mobile US
TMUS
$258B
$2.69K ﹤0.01%
11
MRNA icon
191
Moderna
MRNA
$10.2B
$2.68K ﹤0.01%
97
+29
ALNY icon
192
Alnylam Pharmaceuticals
ALNY
$63.1B
$2.61K ﹤0.01%
8
NET icon
193
Cloudflare
NET
$73.2B
$2.55K ﹤0.01%
13
-4
WAB icon
194
Wabtec
WAB
$33.2B
$2.51K ﹤0.01%
12
CAG icon
195
Conagra Brands
CAG
$8.88B
$2.5K ﹤0.01%
122
+2
VTRS icon
196
Viatris
VTRS
$11.9B
$2.21K ﹤0.01%
248
CNH
197
CNH Industrial
CNH
$13.1B
$2.16K ﹤0.01%
167
NOW icon
198
ServiceNow
NOW
$188B
$2.06K ﹤0.01%
2
NVO icon
199
Novo Nordisk
NVO
$242B
$2K ﹤0.01%
29
LHX icon
200
L3Harris
LHX
$53.1B
$1.84K ﹤0.01%
7
6 7
8
9 10