CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+10.66%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$71M
AUM Growth
+$71M
(+23%)
Cap. Flow
+$7.36M
Cap. Flow
% of AUM
10.36%
Top 10 Holdings %
Top 10 Hldgs %
54.69%
Holding
281
New
76
Increased
77
Reduced
46
Closed
10
Top Buys
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$321K |
| 2 |
Graphic Packaging
GPK
|
$306K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$121K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$103K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$71.7K |
Sector Composition
| 1 | Consumer Discretionary | 9.34% |
| 2 | Technology | 7.8% |
| 3 | Healthcare | 3.39% |
| 4 | Financials | 1.89% |
| 5 | Consumer Staples | 1.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Salesforce
CRM
$245B
| $10.8K | 0.02% |
+41
| New | +$10.8K |
|
177
WEC Energy
WEC
$34.3B
| $10.8K | 0.02% |
+128
| New | +$10.8K |
|
178
Invesco Solar ETF
TAN
$722M
| $10.5K | 0.01% |
197
| – | – |
|
179
NXP Semiconductors
NXPI
$57.4B
| $10.3K | 0.01% |
+45
| New | +$10.3K |
|
180
DexCom
DXCM
$30.9B
| $9.18K | 0.01% |
+74
| New | +$9.18K |
|
181
Abbott
ABT
$229B
| $8.81K | 0.01% |
+80
| New | +$8.81K |
|
182
Intuit
INTU
$185B
| $8.75K | 0.01% |
+14
| New | +$8.75K |
|
183
Hubbell
HUBB
$22.6B
| $8.55K | 0.01% |
+26
| New | +$8.55K |
|
184
Accenture
ACN
$158B
| $8.42K | 0.01% |
+24
| New | +$8.42K |
|
185
Keurig Dr Pepper
KDP
$39.4B
| $8.3K | 0.01% |
+249
| New | +$8.3K |
|
186
Zoetis
ZTS
$67.4B
| $8.09K | 0.01% |
+41
| New | +$8.09K |
|
187
Kinder Morgan
KMI
$59.2B
| $7.74K | 0.01% |
+439
| New | +$7.74K |
|
188
Ford
F
$46.2B
| $7.59K | 0.01% |
622
+10
| +2% | +$122 |
|
189
Nike
NKE
$110B
| $7.49K | 0.01% |
+69
| New | +$7.49K |
|
190
Linde
LIN
$221B
| $7.39K | 0.01% |
+18
| New | +$7.39K |
|
191
Fiserv
FI
$74.3B
| $7.31K | 0.01% |
+55
| New | +$7.31K |
|
192
TJX Companies
TJX
$155B
| $6.85K | 0.01% |
+73
| New | +$6.85K |
|
193
HP
HPQ
$26.8B
| $6.78K | 0.01% |
225
+2
| +0.9% | +$60 |
|
194
Royal Bank of Canada
RY
$205B
| $6.78K | 0.01% |
67
| – | – |
|
195
Cintas
CTAS
$82.5B
| $6.63K | 0.01% |
+11
| New | +$6.63K |
|
196
Blackrock
BLK
$170B
| $6.56K | 0.01% |
8
-1
| -11% | -$820 |
|
197
Fastenal
FAST
$56.8B
| $6.48K | 0.01% |
+100
| New | +$6.48K |
|
198
Generac Holdings
GNRC
$10.3B
| $6.46K | 0.01% |
50
| – | – |
|
199
Verisk Analytics
VRSK
$37.4B
| $6.21K | 0.01% |
+26
| New | +$6.21K |
|
200
Amgen
AMGN
$152B
| $6.05K | 0.01% |
+21
| New | +$6.05K |
|