CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Return
7.34%
This Quarter Return
+5.16%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$79.3M
AUM Growth
+$4.41M
(+5.9%)
Cap. Flow
-$45M
Cap. Flow
% of AUM
-56.72%
Top 10 Holdings %
Top 10 Hldgs %
52.16%
Holding
235
New
5
Increased
71
Reduced
40
Closed
1
Top Buys
| 1 |
Graphic Packaging
GPK
|
$1.77M |
| 2 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
$454K |
| 3 |
ProShares UltraPro QQQ
TQQQ
|
$124K |
| 4 |
Palantir
PLTR
|
$90.5K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$61.2K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$46.5M |
| 2 |
Vanguard World Funds Extended Duration ETF
EDV
|
$779K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$156K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$119K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Warner Bros
WBD
$30B
| $4.56K | 0.01% |
398
| – | – |
|
177
iShares Short Maturity Bond ETF
NEAR
$3.51B
| $4.5K | 0.01% |
88
+1
| +1% | +$51 |
|
178
Hewlett Packard
HPE
$31B
| $4.49K | 0.01% |
219
+2
| +0.9% | +$41 |
|
179
International Paper
IP
$25.7B
| $4.45K | 0.01% |
95
| – | – |
|
180
DraftKings
DKNG
$23.1B
| $4.29K | 0.01% |
100
| – | – |
|
181
Nutanix
NTNX
$18.7B
| $4.28K | 0.01% |
56
-5
| -8% | -$382 |
|
182
Franklin Senior Loan ETF
FLBL
$1.2B
| $4.02K | 0.01% |
166
-159
| -49% | -$3.85K |
|
183
NextEra Energy, Inc.
NEE
$146B
| $3.73K | ﹤0.01% |
53
| – | – |
|
184
Uber
UBER
$190B
| $3.27K | ﹤0.01% |
35
-2
| -5% | -$187 |
|
185
Waste Management
WM
$88.6B
| $2.98K | ﹤0.01% |
13
+1
| +8% | +$229 |
|
186
lululemon athletica
LULU
$19.9B
| $2.85K | ﹤0.01% |
12
+1
| +9% | +$238 |
|
187
Illinois Tool Works
ITW
$77.6B
| $2.85K | ﹤0.01% |
11
| – | – |
|
188
Ionis Pharmaceuticals
IONS
$9.76B
| $2.81K | ﹤0.01% |
71
+20
| +39% | +$790 |
|
189
iShares MSCI ACWI ETF
ACWI
$22.1B
| $2.79K | ﹤0.01% |
21
| – | – |
|
190
T-Mobile US
TMUS
$284B
| $2.69K | ﹤0.01% |
11
| – | – |
|
191
Moderna
MRNA
$9.78B
| $2.68K | ﹤0.01% |
97
+29
| +43% | +$800 |
|
192
Alnylam Pharmaceuticals
ALNY
$59.4B
| $2.61K | ﹤0.01% |
8
| – | – |
|
193
Cloudflare
NET
$74.7B
| $2.55K | ﹤0.01% |
13
-4
| -24% | -$783 |
|
194
Wabtec
WAB
$33B
| $2.51K | ﹤0.01% |
12
| – | – |
|
195
Conagra Brands
CAG
$9.23B
| $2.51K | ﹤0.01% |
122
+2
| +2% | +$41 |
|
196
Viatris
VTRS
$12.2B
| $2.22K | ﹤0.01% |
248
| – | – |
|
|
CNH
197
CNH Industrial
CNH
$14.3B
| $2.16K | ﹤0.01% |
167
| – | – |
|
198
ServiceNow
NOW
$190B
| $2.06K | ﹤0.01% |
2
| – | – |
|
199
Novo Nordisk
NVO
$245B
| $2K | ﹤0.01% |
29
| – | – |
|
200
L3Harris
LHX
$51B
| $1.85K | ﹤0.01% |
7
| – | – |
|