CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$660B
$8.83M 11.79%
15,715
+497
EDV icon
2
Vanguard World Funds Extended Duration ETF
EDV
$4.02B
$6.92M 9.25%
97,378
-958
GPK icon
3
Graphic Packaging
GPK
$5.09B
$5.79M 7.74%
223,215
+5,289
FBND icon
4
Fidelity Total Bond ETF
FBND
$21.1B
$3.78M 5.04%
82,719
+1,808
AAPL icon
5
Apple
AAPL
$3.74T
$3.29M 4.4%
14,825
-83
IEFA icon
6
iShares Core MSCI EAFE ETF
IEFA
$157B
$2.71M 3.63%
35,882
-2,563
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$60.7B
$2.64M 3.53%
119,731
+79
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$2.6M 3.48%
44,638
+1,018
LLY icon
9
Eli Lilly
LLY
$720B
$2.21M 2.95%
2,673
+5
SCHO icon
10
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$1.86M 2.49%
76,515
-1,354
ANGL icon
11
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$1.59M 2.12%
55,112
-8
MSFT icon
12
Microsoft
MSFT
$3.82T
$1.58M 2.11%
4,212
+151
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$1.47M 1.96%
14,047
+391
IVE icon
14
iShares S&P 500 Value ETF
IVE
$41.7B
$1.44M 1.93%
7,566
+9
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$65.8B
$1.21M 1.61%
12,995
+857
SCHP icon
16
Schwab US TIPS ETF
SCHP
$14.4B
$1.1M 1.47%
40,854
-1,523
SCHM icon
17
Schwab US Mid-Cap ETF
SCHM
$13.4B
$1.06M 1.42%
40,582
-31
TLT icon
18
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$973K 1.3%
10,684
-326
SPMD icon
19
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$929K 1.24%
18,158
+1,373
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$178B
$922K 1.23%
18,144
+2,068
FBCG icon
21
Fidelity Blue Chip Growth ETF
FBCG
$4.9B
$870K 1.16%
21,774
+1,935
NVDA icon
22
NVIDIA
NVDA
$4.46T
$782K 1.04%
7,215
+239
IEMG icon
23
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$740K 0.99%
13,718
-366
BAC icon
24
Bank of America
BAC
$376B
$728K 0.97%
17,444
+6
SCHG icon
25
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$712K 0.95%
28,419
+112
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