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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
-1.6%
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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
+$859K
Cap. Flow %
1.15%
Top 10 Hldgs %
54.29%
Holding
229
New
4
Increased
64
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
2
KO icon
Coca-Cola
KO
+$205K
3
GPK icon
Graphic Packaging
GPK
+$141K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$87.5K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$192K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$66.3K
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$40K
4
IAU icon
iShares Gold Trust
IAU
+$35.5K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$32.8K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
201
Comcast
CMCSA
$89.4B
$1.03K ﹤0.01%
28
– –
LRCX icon
202
Lam Research
LRCX
$383B
$886 ﹤0.01%
12
– –
MSTR icon
203
Strategy Inc
MSTR
$37.4B
$865 ﹤0.01%
3
– –
IJT icon
204
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$630 ﹤0.01%
5
+1
+25% +$134
CCL icon
205
Carnival Corporation Ltd
CCL
$38B
$625 ﹤0.01%
32
– –
TD icon
206
Toronto Dominion Bank
TD
$200B
$599 ﹤0.01%
10
– –
CDE icon
207
Coeur Mining
CDE
$18.7B
$592 ﹤0.01%
+100
New +$617
W icon
208
Wayfair
W
$14.1B
$577 ﹤0.01%
18
+7
+64% +$291
HUBS icon
209
HubSpot
HUBS
$10.8B
$571 ﹤0.01%
1
– –
LUMN icon
210
Lumen
LUMN
$6.85B
$541 ﹤0.01%
+138
New +$688
SLVM icon
211
Sylvamo
SLVM
$1.6B
$537 ﹤0.01%
+8
New +$583
COIN icon
212
Coinbase
COIN
$39.2B
$517 ﹤0.01%
3
– –
VCSH icon
213
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$474 ﹤0.01%
6
– –
DAL icon
214
Delta Air Lines
DAL
$58.7B
$444 ﹤0.01%
10
– –
ALB icon
215
Albemarle
ALB
$15.5B
$441 ﹤0.01%
6
+1
+20% +$81
CEG icon
216
Constellation Energy
CEG
$95.8B
$404 ﹤0.01%
2
– –
ABNB icon
217
Airbnb
ABNB
$111B
$358 ﹤0.01%
3
– –
FNF icon
218
Fidelity National Financial
FNF
$12.9B
$257 ﹤0.01%
3
– –
CELH icon
219
Celsius Holdings
CELH
$6.89B
$249 ﹤0.01%
7
– –
DXC icon
220
DXC Technology
DXC
$1.74B
$249 ﹤0.01%
14
– –
KRNY icon
221
Kearny Financial
KRNY
$595M
$188 ﹤0.01%
30
– –
DIS icon
222
Walt Disney
DIS
$178B
$100 ﹤0.01%
1
– –
SNAP icon
223
Snap
SNAP
$9.05B
$87 ﹤0.01%
10
– –
PCY icon
224
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$81 ﹤0.01%
4
– –
CNNE icon
225
Cannae Holdings
CNNE
$644M
$19 ﹤0.01%
1
– –
6 7 8
9
10

Similar funds

LC
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HFCIV
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CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

Clear Investment Research's Q1 2025 Portfolio in Review

As of Q1 2025, Clear Investment Research held 229 positions worth $74.9M, down 3.6% from $77.7M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.6%. Clear Investment Research opened 4 new positions and exited 2, leaving the 229-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.3% of assets, down from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q1 2025 buy was International Paper: 95 shares worth $5.07K.
  • Clear Investment Research added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $293K increase.
  • Clear Investment Research's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $192K.
  • Clear Investment Research fully exited iShares Frontier and Select EM ETF in Q1 2025, selling an estimated $298.
  • Clear Investment Research's ten largest holdings make up 54% of its $74.9M portfolio in Q1 2025.
  • Clear Investment Research opened 4 new positions and closed 2 in Q1 2025.
  • Clear Investment Research's portfolio value fell 3.6% quarter-over-quarter to $74.9M.

Based on Clear Investment Research's 13F filing for Q1 2025, filed 9 May 2025.