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
$60.3M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$287K
3
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

1
+$2.3M
2
+$650K
3
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LUMN icon
201
Lumen
LUMN
$7.14B
– –
-138
FNF icon
202
Fidelity National Financial
FNF
$14.2B
– –
-4
FPXI icon
203
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$170M
– –
-1,186
FTA icon
204
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.28B
– –
-531
FTGC icon
205
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.19B
– –
-179
GE icon
206
GE Aerospace
GE
$353B
– –
-300
GOOG icon
207
Alphabet (Google) Class C
GOOG
$3.68T
– –
-245
HD icon
208
Home Depot
HD
$370B
– –
-236
HDV
209
iShares Core High Dividend ETF
HDV
$13.7B
– –
-509
HIMS icon
210
Hims & Hers Health
HIMS
$3.45B
– –
-100
HODL icon
211
VanEck Bitcoin Trust
HODL
$1.23B
– –
-2,537
HON icon
212
Honeywell
HON
$154B
– –
-57
HPE icon
213
Hewlett Packard
HPE
$28B
– –
-220
HPQ icon
214
HP
HPQ
$17.2B
– –
-240
HUBS icon
215
HubSpot
HUBS
$13.8B
– –
-1
IGOV icon
216
iShares International Treasury Bond ETF
IGOV
$1.21B
– –
-933
IJJ icon
217
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.38B
– –
-64
IJK icon
218
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.86B
– –
-203
IJT icon
219
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.75B
– –
-7
IMCV icon
220
iShares Morningstar Mid-Cap Value ETF
IMCV
$999M
– –
-2,074
IMTM icon
221
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.77B
– –
-605
IONS icon
222
Ionis Pharmaceuticals
IONS
$13B
– –
-71
IP icon
223
International Paper
IP
$22.3B
– –
-95
ISTB icon
224
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.8B
– –
-1,934
ITW icon
225
Illinois Tool Works
ITW
$82.7B
– –
-11
7 8
9
10 11