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CIR

Clear Investment Research Portfolio holdings

AUM $64.2M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
-1.6%
1 Year Est. Return
+19.32%
3 Year Est. Return
+48.47%
5 Year Est. Return
+46.75%
10 Year Est. Return
+125.28%
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 Miscellaneous 71.56%
2 Consumer Discretionary 9.32%
3 Technology 8.69%
4 Healthcare 4.02%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$840B
$8.83M 11.79%
15,715
+497
+3% +$293K
EDV icon
2
Vanguard World Funds Extended Duration ETF
EDV
$3.69B
$6.92M 9.25%
97,378
-958
-1% -$66.3K
GPK icon
3
Graphic Packaging
GPK
$2.92B
$5.79M 7.74%
223,215
+5,289
+2% +$141K
FBND icon
4
Fidelity Total Bond ETF
FBND
$28.2B
$3.78M 5.04%
82,719
+1,808
+2% +$81.9K
AAPL icon
5
Apple
AAPL
$4.86T
$3.29M 4.4%
14,825
-83
-0.6% -$19.2K
IEFA icon
6
iShares Core MSCI EAFE ETF
IEFA
$194B
$2.71M 3.63%
35,882
-2,563
-7% -$192K
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$73.6B
$2.64M 3.53%
119,731
+79
+0.1% +$1.84K
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.6M 3.48%
44,638
+1,018
+2% +$63.2K
LLY icon
9
Eli Lilly
LLY
$1.02T
$2.21M 2.95%
2,673
+5
+0.2% +$4.16K
SCHO icon
10
Schwab Short-Term US Treasury ETF
SCHO
$15.3B
$1.86M 2.49%
76,515
-1,354
-2% -$32.8K
ANGL icon
11
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.18B
$1.59M 2.12%
55,112
-8
-0% -$231
MSFT icon
12
Microsoft
MSFT
$3.67T
$1.58M 2.11%
4,212
+151
+4% +$61.6K
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$106B
$1.47M 1.96%
14,047
+391
+3% +$44.1K
IVE icon
14
iShares S&P 500 Value ETF
IVE
$49.4B
$1.44M 1.93%
7,566
+9
+0.1% +$1.74K
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$76.1B
$1.21M 1.61%
12,995
+857
+7% +$86.4K
SCHP icon
16
Schwab US TIPS ETF
SCHP
$16B
$1.1M 1.47%
40,854
-1,523
-4% -$40K
SCHM icon
17
Schwab US Mid-Cap ETF
SCHM
$14.6B
$1.06M 1.42%
40,582
-31
-0.1% -$863
TLT icon
18
iShares 20+ Year Treasury Bond ETF
TLT
$46.7B
$973K 1.3%
10,684
-326
-3% -$29K
SPMD icon
19
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
$929K 1.24%
18,158
+1,373
+8% +$74.8K
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$235B
$922K 1.23%
18,144
+2,068
+13% +$105K
FBCG
21
Fidelity Blue Chip Growth ETF
FBCG
$7.29B
$870K 1.16%
21,774
+1,935
+10% +$87.5K
NVDA icon
22
NVIDIA
NVDA
$5.21T
$782K 1.04%
7,215
+239
+3% +$30.3K
IEMG icon
23
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$740K 0.99%
13,718
-366
-3% -$19.7K
BAC icon
24
Bank of America
BAC
$408B
$728K 0.97%
17,444
+6
+0% +$267
SCHG icon
25
Schwab US Large-Cap Growth ETF
SCHG
$62.4B
$712K 0.95%
28,419
+112
+0.4% +$3.07K
1
2 3 4 5

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FCM
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SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
KL
Khall LLC San Francisco, California $63.3M AUM
OC
Owlhouse Capital New York $65.2M AUM
LC
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PCM
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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 Miscellaneous at 72% of assets, down from 72% a quarter earlier, followed by Consumer Discretionary and Technology.

  • 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.