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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
-2.33%
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
$77.7M
AUM Growth
+$812K
Cap. Flow
+$944K
Cap. Flow %
1.22%
Top 10 Hldgs %
53.38%
Holding
230
New
7
Increased
79
Reduced
32
Closed
5

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$289K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$226K
3
FBND icon
Fidelity Total Bond ETF
FBND
+$220K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$152K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$96.5K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$180K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$117K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$116K
4
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$57.5K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.1K

Sector Composition

Rank Sector Weight
1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
176
NextEra Energy
NEE
$177B
$3.8K ﹤0.01%
52
+1
+2% +$78
NTNX icon
177
Nutanix
NTNX
$16.9B
$3.73K ﹤0.01%
61
– –
DKNG icon
178
DraftKings
DKNG
$11.9B
$3.72K ﹤0.01%
100
– –
TMUS icon
179
T-Mobile US
TMUS
$190B
$3.37K ﹤0.01%
15
– –
CAG icon
180
Conagra Brands
CAG
$7.23B
$3.3K ﹤0.01%
118
+1
+0.9% +$28
VTRS icon
181
Viatris
VTRS
$18.9B
$3.09K ﹤0.01%
248
– –
ITW icon
182
Illinois Tool Works
ITW
$84.5B
$2.88K ﹤0.01%
11
– –
WM icon
183
Waste Management
WM
$91B
$2.83K ﹤0.01%
14
+2
+17% +$430
NVO
184
Novo Nordisk
NVO
$209B
$2.5K ﹤0.01%
29
– –
HIMS icon
185
Hims & Hers Health
HIMS
$7.31B
$2.42K ﹤0.01%
+100
New +$2.48K
WAB icon
186
Wabtec
WAB
$49.3B
$2.27K ﹤0.01%
12
– –
LW icon
187
Lamb Weston
LW
$7.19B
$2.21K ﹤0.01%
33
+1
+3% +$75
NOW icon
188
ServiceNow
NOW
$129B
$2.12K ﹤0.01%
10
– –
UBER icon
189
Uber
UBER
$153B
$2.05K ﹤0.01%
34
– –
CNH
190
CNH Industrial
CNH
$17.5B
$1.89K ﹤0.01%
167
– –
NET icon
191
Cloudflare
NET
$107B
$1.83K ﹤0.01%
17
– –
PRSU
192
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
$1.82K ﹤0.01%
42
– –
IONS icon
193
Ionis Pharmaceuticals
IONS
$9.4B
$1.78K ﹤0.01%
51
– –
ALNY icon
194
Alnylam Pharmaceuticals
ALNY
$29.3B
$1.65K ﹤0.01%
7
– –
MRNA icon
195
Moderna
MRNA
$23.6B
$1.62K ﹤0.01%
39
– –
LHX icon
196
L3Harris
LHX
$53.4B
$1.53K ﹤0.01%
7
– –
TJX icon
197
TJX Companies
TJX
$178B
$1.33K ﹤0.01%
11
– –
VST icon
198
Vistra
VST
$47.4B
$1.24K ﹤0.01%
+9
New +$1.25K
KVUE icon
199
Kenvue
KVUE
$36.9B
$1.08K ﹤0.01%
50
– –
CMCSA icon
200
Comcast
CMCSA
$90B
$1.05K ﹤0.01%
28
+5
+22% +$208
6 7
8
9 10

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CMU
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1M
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AIM
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1I
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CPM
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NIP
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Clear Investment Research's Q4 2024 Portfolio in Review

As of Q4 2024, Clear Investment Research held 230 positions worth $77.7M, up 1.1% from $76.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research's Q4 2024 filing shows 7 new, 79 increased, 32 reduced and 5 closed positions. Its largest new stake was Palantir: 1,232 shares worth $93.2K. The largest sale was NVIDIA, an estimated $180K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 9.2% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Clear Investment Research's largest Q4 2024 buy was Palantir: 1,232 shares worth $93.2K.
  • Clear Investment Research added most to Graphic Packaging in Q4 2024, an estimated $289K increase.
  • Clear Investment Research's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $180K.
  • Clear Investment Research fully exited Invesco in Q4 2024, selling an estimated $17.6K.
  • Clear Investment Research's ten largest holdings make up 53% of its $77.7M portfolio in Q4 2024.
  • Clear Investment Research opened 7 new positions and closed 5 in Q4 2024.
  • Clear Investment Research's portfolio value rose 1.1% quarter-over-quarter to $77.7M.

Based on Clear Investment Research's 13F filing for Q4 2024, filed 11 Feb 2025.