Clear Investment Research is based out of Alpharetta. Clear Investment Research is a large advisory firm with 98 clients and discretionary assets under management (AUM) of $171,589,637 (Form ADV from 2024-01-17). Their last reported 13F filing for Q4 2023 included $71,025,728 in managed 13F securities
and a top 10 holdings concentration of 54.69%. Clear Investment Research's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 16,297. Whalewisdom has at least 36 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IVV iShares Core S&P 500 | 2.1% |
VEA VANGUARD DEVELOPED M | 1.1% |
SPMD SPDR(R) Portfolio S& | 1.01% |
VV VANGUARD LARGE-CAP I | 0.7% |
SPTI SPDR(R) Portfolio In | 0.68% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
GPK Graphic Packaging Ho | 1.37% |
IJH iShares Core S&P Mid | 0.97% |
HYG iShares iBoxx USD Hi | 0.66% |
VNQ Vanguard Real Estate | 0.48% |
SCHX Schwab U.S. Large-Ca | 0.42% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IVV iShares Core S&P 500 | 10.96% |
GPK Graphic Packaging Ho | 7.86% |
IJH iShares Core S&P Mid | 7.47% |
VNQ Vanguard Real Estate | 5.58% |
ANGL VanEck Fallen Angel | 4.82% |
2023-12-31
13F Activity
Market Value | $71.0m, Prior: $57.7m |
New Purchases | 76 stocks |
Added To | 78 stocks |
Sold out of | 10 stocks |
Reduced holdings in | 45 stocks |
Top 10 Holdings % | 54.69% |
Turnover %[1] | 31.62% |
Turnover Alt %[2] | 2.03% |
Time Held Top 20 | 17.7 quarters |
Time Held Top 10 | 19 quarters |
Time Held All | 11.31 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31