Asset Manager
← All Institutions
CLEAR INVESTMENT RESEARCH, LLC
284 SOUTH MAIN STREET SUITE 900, ALPHARETTA, GA 30009 • 678-293-8667
Market Value
$64M
+0.6%
Holdings
240
+1
New Purchases
1
Added To
26
Closed
183
Reduced
26
Top 10 Concentration
53.0%
Turnover
76.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IVV | 13.34% | 11.74% | +1.60% | $9M |
| LLY | 5.07% | 3.94% | +1.13% | $3M |
| MINO | 1.01% | 0.00% | +1.01% | $648K |
| DTCR | 0.99% | 0.32% | +0.68% | $638K |
| SCHX | 5.15% | 4.52% | +0.63% | $3M |
| AAPL | 3.02% | 2.50% | +0.52% | $2M |
| FBCG | 2.62% | 2.18% | +0.44% | $2M |
| TQQQ | 0.81% | 0.41% | +0.40% | $519K |
| AMZN | 1.48% | 1.08% | +0.39% | $948K |
| SPMD | 2.81% | 2.47% | +0.35% | $2M |
| SCHM | 2.28% | 1.93% | +0.35% | $1M |
| FMDE | 0.54% | 0.22% | +0.32% | $344K |
| VTEB | 0.41% | 0.10% | +0.32% | $265K |
| IJR | 2.17% | 1.87% | +0.30% | $1M |
| AMD | 0.45% | 0.16% | +0.29% | $288K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| USO | 0.00% | 0.40% | -0.40% | $0 |
| LMT | 0.00% | 0.32% | -0.32% | $0 |
| LDUR | 0.00% | 0.31% | -0.31% | $0 |
| TLT | 1.19% | 1.50% | -0.30% | $766K |
| SPYD | 0.00% | 0.29% | -0.29% | $0 |
| SO | 0.00% | 0.28% | -0.28% | $0 |
| IMCV | 0.00% | 0.27% | -0.27% | $0 |
| RJDI | 0.00% | 0.27% | -0.27% | $0 |
| SCHH | 0.00% | 0.27% | -0.27% | $0 |
| LRGF | 0.00% | 0.27% | -0.27% | $0 |
| SCHD | 0.00% | 0.26% | -0.26% | $0 |
| SCZ | 0.00% | 0.25% | -0.25% | $0 |
| META | 0.00% | 0.24% | -0.24% | $0 |
| WFC | 0.00% | 0.22% | -0.22% | $0 |
| EVIM | 0.00% | 0.22% | -0.22% | $0 |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 77.9% |
| Technology | 7.5% |
| Consumer Cyclical | 4.5% |
| Healthcare | 4.5% |
| Communication Services | 1.7% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 45 | $24M | 36.7% |
| Large Cap | 138 | $27M | 41.9% |
| Mid Cap | 35 | $13M | 20.1% |
| Small Cap | 19 | $879K | 1.4% |
| Micro Cap | 3 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$242.6B
Median Market Cap
$51.7B
Avg P/E
36.5
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
130
# ETFs / Funds
110
Top Holdings (240 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 13.34% | 11,445 | $9M | $748.91 | $1M | -34 | -0.3% | |
| 2 | EDV | 8.13% | 80,291 | $5M | $65.08 | -$10K | -317 | -0.4% | |
| 3 | FBND | 7.00% | 98,897 | $4M | $45.49 | -$45K | -712 | -0.7% | |
| 4 | SCHX | 5.15% | 112,481 | $3M | $29.43 | $422K | -181 | -0.2% | |
| 5 | LLY | 5.07% | 2,718 | $3M | $1,199.40 | $740K | -22 | -0.8% | |
| 6 | GPK | 3.11% | 188,840 | $2M | $10.57 | $120K | +150 | +0.1% | |
| 7 | AAPL | 3.02% | 6,702 | $2M | $289.37 | $342K | +408 | +6.5% | |
| 8 | SPMD | 2.81% | 26,764 | $2M | $67.56 | $232K | +147 | +0.6% | |
| 9 | ANGL | 2.68% | 58,809 | $2M | $29.24 | $144K | +3,938 | +7.2% | |
| 10 | VEA | 2.63% | 23,671 | $2M | $71.25 | $178K | +122 | +0.5% | |
| 11 | FBCG | 2.62% | 27,110 | $2M | $62.11 | $289K | -721 | -2.6% | |
| 12 | IJH | 2.55% | 21,225 | $2M | $77.11 | $168K | -523 | -2.4% | |
| 13 | SCHM | 2.28% | 39,745 | $1M | $36.87 | $230K | -162 | -0.4% | |
| 14 | IJR | 2.17% | 9,414 | $1M | $148.32 | $200K | -207 | -2.1% | |
| 15 | MSFT | 1.91% | 3,290 | $1M | $373.04 | $26K | +44 | +1.4% | |
| 16 | SCHO | 1.86% | 49,543 | $1M | $24.14 | $3K | +376 | +0.8% | |
| 17 | NVDA | 1.85% | 5,931 | $1M | $200.10 | $167K | +86 | +1.5% | |
| 18 | SCHP | 1.51% | 36,667 | $972K | $26.50 | -$21K | -629 | -1.7% | |
| 19 | BAC | 1.50% | 16,955 | $966K | $56.98 | $140K | +1 | +0.0% | |
| 20 | AMZN | 1.48% | 3,977 | $948K | $238.34 | $257K | +662 | +20.0% | |
| 21 | SCHG | 1.41% | 26,757 | $905K | $33.84 | $127K | +43 | +0.2% | |
| 22 | GOOGL | 1.37% | 2,468 | $882K | $357.35 | $133K | -137 | -5.3% | |
| 23 | SCHA | 1.28% | 22,788 | $823K | $36.13 | $161K | -5 | -0.0% | |
| 24 | TLT | 1.19% | 8,866 | $766K | $86.42 | -$189K | -2,151 | -19.5% | |
| 25 | MUNI | 1.14% | 13,981 | $735K | $52.60 | $86K | +1,542 | +12.4% | |
| 26 | SCHV | 1.11% | 20,409 | $710K | $34.81 | $88K | — | — | |
| 27 | SCHF | 1.08% | 24,987 | $692K | $27.70 | $70K | -139 | -0.6% | |
| 28 | IEFA | 1.07% | 7,101 | $686K | $96.57 | $52K | +98 | +1.4% | |
| 29 | MINO | 1.01% | 14,171 | $648K | $45.76 | — | +14,171 | — | NEW |
| 30 | DTCR | 0.99% | 21,011 | $638K | $30.37 | $436K | +12,574 | +149.0% | |
| 31 | IEMG | 0.88% | 6,841 | $567K | $82.84 | $77K | -181 | -2.6% | |
| 32 | R | 0.86% | 2,097 | $553K | $263.77 | $124K | — | — | |
| 33 | TQQQ | 0.81% | 6,405 | $519K | $81.00 | $258K | +141 | +2.2% | |
| 34 | VNQ | 0.81% | 5,364 | $517K | $96.44 | $38K | -37 | -0.7% | |
| 35 | IAU | 0.79% | 6,717 | $507K | $75.51 | -$4K | +916 | +15.8% | |
| 36 | STIP | 0.78% | 4,885 | $499K | $102.15 | -$20K | -131 | -2.6% | |
| 37 | BRK-B | 0.76% | 977 | $489K | $500.39 | $29K | +18 | +1.9% | |
| 38 | SPHQ | 0.68% | 4,822 | $434K | $90.10 | $72K | +2 | +0.0% | |
| 39 | QQQ | 0.65% | 569 | $419K | $736.40 | $90K | -1 | -0.2% | |
| 40 | HYG | 0.62% | 5,012 | $401K | $79.97 | $57K | +689 | +15.9% | |
| 41 | DFAI | 0.60% | 9,326 | $385K | $41.25 | $12K | -233 | -2.4% | |
| 42 | DGRO | 0.59% | 4,964 | $376K | $75.79 | $28K | — | — | |
| 43 | SLV | 0.55% | 6,584 | $352K | $53.47 | -$52K | +652 | +11.0% | |
| 44 | QUAL | 0.54% | 1,595 | $350K | $219.43 | $45K | +7 | +0.4% | |
| 45 | SPY | 0.54% | 465 | $347K | $746.77 | $45K | — | — | |
| 46 | KO | 0.54% | 4,234 | $344K | $81.27 | $22K | -1 | -0.0% | |
| 47 | FMDE | 0.54% | 8,478 | $344K | $40.58 | $205K | +4,602 | +118.7% | |
| 48 | TIP | 0.53% | 3,090 | $338K | $109.45 | $9K | +110 | +3.7% | |
| 49 | SOXX | 0.49% | 496 | $318K | $640.82 | $151K | -13 | -2.5% | |
| 50 | AVGO | 0.46% | 778 | $294K | $377.68 | $53K | +1 | +0.1% | |
| 51 | AMD | 0.45% | 495 | $288K | $580.91 | $186K | -4 | -0.8% | |
| 52 | VTEB | 0.41% | 5,249 | $265K | $50.58 | $204K | +4,008 | +323.0% | |
| 53 | PLTR | 0.40% | 2,190 | $256K | $116.67 | -$65K | -1 | -0.1% | |
| 54 | WMT | 0.37% | 2,080 | $236K | $113.27 | -$55K | -262 | -11.2% | |
| 55 | CLOI | 0.36% | 4,350 | $230K | $52.95 | $5K | +79 | +1.9% | |
| 56 | IXUS | 0.34% | 2,322 | $222K | $95.42 | $14K | -73 | -3.0% | |
| 57 | XONA.DE | 0.32% | 1,506 | $206K | $136.71 | -$71K | -127 | -7.8% | |
| 58 | UNH | —% | — | — | — | -$31K | -115 | -100.0% | SOLD |
| 59 | CELH | —% | — | — | — | -$248 | -7 | -100.0% | SOLD |
| 60 | UBER | —% | — | — | — | -$3K | -36 | -100.0% | SOLD |
| 61 | QCOM | —% | — | — | — | -$18K | -136 | -100.0% | SOLD |
| 62 | ACWX | —% | — | — | — | -$7K | -97 | -100.0% | SOLD |
| 63 | MSTR | —% | — | — | — | -$374 | -3 | -100.0% | SOLD |
| 64 | LW | —% | — | — | — | -$1K | -34 | -100.0% | SOLD |
| 65 | TD | —% | — | — | — | -$933 | -10 | -100.0% | SOLD |
| 66 | CVS | —% | — | — | — | -$4K | -54 | -100.0% | SOLD |
| 67 | NEE | —% | — | — | — | -$5K | -55 | -100.0% | SOLD |
| 68 | HIMS | —% | — | — | — | -$2K | -100 | -100.0% | SOLD |
| 69 | ABNB | —% | — | — | — | -$379 | -3 | -100.0% | SOLD |
| 70 | CNNE | —% | — | — | — | -$12 | -1 | -100.0% | SOLD |
| 71 | LHX | —% | — | — | — | -$3K | -7 | -100.0% | SOLD |
| 72 | EEMV | —% | — | — | — | -$103K | -1,595 | -100.0% | SOLD |
| 73 | ADP | —% | — | — | — | -$18K | -86 | -100.0% | SOLD |
| 74 | W | —% | — | — | — | -$2K | -23 | -100.0% | SOLD |
| 75 | WFC | —% | — | — | — | -$139K | -1,743 | -100.0% | SOLD |
| 76 | APD | —% | — | — | — | -$47K | -160 | -100.0% | SOLD |
| 77 | COST | —% | — | — | — | -$68K | -69 | -100.0% | SOLD |
| 78 | CRM | —% | — | — | — | -$22K | -119 | -100.0% | SOLD |
| 79 | RBRK | —% | — | — | — | -$7K | -134 | -100.0% | SOLD |
| 80 | CMCSA | —% | — | — | — | -$718 | -25 | -100.0% | SOLD |
| 81 | RTX | —% | — | — | — | -$24K | -123 | -100.0% | SOLD |
| 82 | PSX | —% | — | — | — | -$36K | -197 | -100.0% | SOLD |
| 83 | HAL | —% | — | — | — | -$7K | -170 | -100.0% | SOLD |
| 84 | PRSU | —% | — | — | — | -$2K | -43 | -100.0% | SOLD |
| 85 | FNF | —% | — | — | — | -$190 | -4 | -100.0% | SOLD |
| 86 | JNJ | —% | — | — | — | -$73K | -300 | -100.0% | SOLD |
| 87 | HD | —% | — | — | — | -$79K | -239 | -100.0% | SOLD |
| 88 | ALB | —% | — | — | — | -$941 | -5 | -100.0% | SOLD |
| 89 | AIRR | —% | — | — | — | -$5K | -46 | -100.0% | SOLD |
| 90 | PNC | —% | — | — | — | -$25K | -118 | -100.0% | SOLD |
| 91 | SMR | —% | — | — | — | -$3K | -300 | -100.0% | SOLD |
| 92 | CRWV | —% | — | — | — | -$8K | -100 | -100.0% | SOLD |
| 93 | ET | —% | — | — | — | -$15K | -776 | -100.0% | SOLD |
| 94 | LRCX | —% | — | — | — | -$4K | -20 | -100.0% | SOLD |
| 95 | HPQ | —% | — | — | — | -$5K | -246 | -100.0% | SOLD |
| 96 | ABT | —% | — | — | — | -$10K | -98 | -100.0% | SOLD |
| 97 | ECL | —% | — | — | — | -$12K | -45 | -100.0% | SOLD |
| 98 | UAMY | —% | — | — | — | -$9K | -1,000 | -100.0% | SOLD |
| 99 | IJT | —% | — | — | — | -$1K | -7 | -100.0% | SOLD |
| 100 | MPLX | —% | — | — | — | -$40K | -700 | -100.0% | SOLD |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| MINO | $648K | 1.01% |