CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$476K
2 +$362K
3 +$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

1 +$2.62M
2 +$2.13M
3 +$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$923K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$720K

Sector Composition

1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYM
176
State Street SPDR Portfolio S&P 500 ETF
SPYM
$135B
$10.4K 0.01%
+132
RY icon
177
Royal Bank of Canada
RY
$243B
$9.87K 0.01%
67
P
178
Everpure Inc
P
$23.1B
$9.81K 0.01%
117
VOE icon
179
Vanguard Mid-Cap Value ETF
VOE
$22.3B
$8.9K 0.01%
+51
RKT icon
180
Rocket Companies
RKT
$43.1B
$8.64K 0.01%
+446
WBD icon
181
Warner Bros
WBD
$67.4B
$7.77K 0.01%
398
IJJ icon
182
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.48B
$7.3K 0.01%
+64
SMR icon
183
NuScale Power
SMR
$4.12B
$7.2K 0.01%
200
AIRR icon
184
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.68B
$7.06K 0.01%
+73
PANW icon
185
Palo Alto Networks
PANW
$140B
$6.72K 0.01%
33
+1
VBR icon
186
Vanguard Small-Cap Value ETF
VBR
$34.7B
$6.68K 0.01%
+32
RSP icon
187
Invesco S&P 500 Equal Weight ETF
RSP
$88.1B
$6.64K 0.01%
33
HPQ icon
188
HP
HPQ
$18.4B
$6.54K 0.01%
240
+3
ACWX icon
189
iShares MSCI ACWI ex US ETF
ACWX
$11B
$6.22K 0.01%
95
SRLN icon
190
State Street Blackstone Senior Loan ETF
SRLN
$4.8B
$5.7K 0.01%
137
HIMS icon
191
Hims & Hers Health
HIMS
$6.42B
$5.67K 0.01%
100
VST icon
192
Vistra
VST
$53.1B
$5.5K 0.01%
28
HPE icon
193
Hewlett Packard
HPE
$37.1B
$5.42K 0.01%
220
+1
VYM icon
194
Vanguard High Dividend Yield ETF
VYM
$76.4B
$5.36K 0.01%
38
EFA icon
195
iShares MSCI EAFE ETF
EFA
$74.7B
$5.32K 0.01%
+57
PH icon
196
Parker-Hannifin
PH
$123B
$5.31K 0.01%
+7
AMT icon
197
American Tower
AMT
$83.5B
$4.81K 0.01%
25
+1
IONS icon
198
Ionis Pharmaceuticals
IONS
$12.2B
$4.64K 0.01%
71
FTGC icon
199
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.62B
$4.64K 0.01%
+179
NEAR icon
200
iShares Short Maturity Bond ETF
NEAR
$4.29B
$4.56K 0.01%
89
+1