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CLEAR INVESTMENT RESEARCH, LLC

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ALPHARETTA GA Investment Advisor
13F Summary
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)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

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

Portfolio Performance