CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
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
$70.6B
$4.56K 0.01%
398
NEAR icon
177
iShares Short Maturity Bond ETF
NEAR
$3.77B
$4.5K 0.01%
88
+1
HPE icon
178
Hewlett Packard
HPE
$29.3B
$4.49K 0.01%
219
+2
IP icon
179
International Paper
IP
$22.6B
$4.45K 0.01%
95
DKNG icon
180
DraftKings
DKNG
$17.7B
$4.29K 0.01%
100
NTNX icon
181
Nutanix
NTNX
$13.9B
$4.28K 0.01%
56
-5
FLBL icon
182
Franklin Senior Loan ETF
FLBL
$939M
$4.02K 0.01%
166
-159
NEE icon
183
NextEra Energy
NEE
$171B
$3.73K ﹤0.01%
53
UBER icon
184
Uber
UBER
$175B
$3.27K ﹤0.01%
35
-2
WM icon
185
Waste Management
WM
$88.1B
$2.98K ﹤0.01%
13
+1
LULU icon
186
lululemon athletica
LULU
$24B
$2.85K ﹤0.01%
12
+1
ITW icon
187
Illinois Tool Works
ITW
$75.1B
$2.85K ﹤0.01%
11
IONS icon
188
Ionis Pharmaceuticals
IONS
$12.8B
$2.81K ﹤0.01%
71
+20
ACWI icon
189
iShares MSCI ACWI ETF
ACWI
$25.9B
$2.79K ﹤0.01%
21
TMUS icon
190
T-Mobile US
TMUS
$215B
$2.69K ﹤0.01%
11
MRNA icon
191
Moderna
MRNA
$15.4B
$2.68K ﹤0.01%
97
+29
ALNY icon
192
Alnylam Pharmaceuticals
ALNY
$48.5B
$2.61K ﹤0.01%
8
NET icon
193
Cloudflare
NET
$66B
$2.55K ﹤0.01%
13
-4
WAB icon
194
Wabtec
WAB
$38.8B
$2.51K ﹤0.01%
12
CAG icon
195
Conagra Brands
CAG
$8.19B
$2.5K ﹤0.01%
122
+2
VTRS icon
196
Viatris
VTRS
$15.1B
$2.21K ﹤0.01%
248
CNH
197
CNH Industrial
CNH
$13.5B
$2.16K ﹤0.01%
167
NOW icon
198
ServiceNow
NOW
$138B
$2.06K ﹤0.01%
10
NVO icon
199
Novo Nordisk
NVO
$254B
$2K ﹤0.01%
29
LHX icon
200
L3Harris
LHX
$63.7B
$1.84K ﹤0.01%
7
6 7
8
9 10