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
IP icon
201
International Paper
IP
$23B
$4.41K 0.01%
95
FLBL icon
202
Franklin Senior Loan ETF
FLBL
$911M
$4.4K 0.01%
183
+17
NTNX icon
203
Nutanix
NTNX
$10.4B
$4.17K 0.01%
56
NEE icon
204
NextEra Energy
NEE
$195B
$4.09K 0.01%
54
+1
TDG icon
205
TransDigm Group
TDG
$73.6B
$3.95K 0.01%
+125
IYLD icon
206
iShares Morningstar Multi-Asset Income ETF
IYLD
$134M
$3.92K 0.01%
+184
ALNY icon
207
Alnylam Pharmaceuticals
ALNY
$44.2B
$3.65K ﹤0.01%
8
UBER icon
208
Uber
UBER
$155B
$3.43K ﹤0.01%
35
ITW icon
209
Illinois Tool Works
ITW
$83.8B
$3.02K ﹤0.01%
11
ACWI icon
210
iShares MSCI ACWI ETF
ACWI
$29B
$3K ﹤0.01%
21
WM icon
211
Waste Management
WM
$97.1B
$2.87K ﹤0.01%
13
NET icon
212
Cloudflare
NET
$60.6B
$2.79K ﹤0.01%
13
TMUS icon
213
T-Mobile US
TMUS
$239B
$2.71K ﹤0.01%
11
MRNA icon
214
Moderna
MRNA
$20.9B
$2.51K ﹤0.01%
97
VTRS icon
215
Viatris
VTRS
$17.2B
$2.46K ﹤0.01%
248
WAB icon
216
Wabtec
WAB
$45B
$2.41K ﹤0.01%
12
CAG icon
217
Conagra Brands
CAG
$9.21B
$2.28K ﹤0.01%
124
+2
LHX icon
218
L3Harris
LHX
$68.1B
$2.26K ﹤0.01%
7
LULU icon
219
lululemon athletica
LULU
$21.7B
$2.13K ﹤0.01%
12
ADBE icon
220
Adobe
ADBE
$108B
$2.12K ﹤0.01%
6
-60
W icon
221
Wayfair
W
$9.98B
$2.06K ﹤0.01%
23
LW icon
222
Lamb Weston
LW
$6.69B
$1.96K ﹤0.01%
33
CDE icon
223
Coeur Mining
CDE
$17.4B
$1.88K ﹤0.01%
100
NOW icon
224
ServiceNow
NOW
$113B
$1.84K ﹤0.01%
10
CNH
225
CNH Industrial
CNH
$15.3B
$1.81K ﹤0.01%
167