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CIAS
Capital Investment Advisory Services Portfolio holdings
AUM
$1.37B
1-Year Est. Return
20.75%
This Fund
S&P 500
1 Year Est. Return
+20.75%
AUM
$494M
AUM Growth
+$84.1M
(+21%)
Holding
622
Top Buys
| 1 | +$13.7M | |
| 2 | +$7.82M | |
| 3 | +$6.69M | |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$5.21M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$4.65M |
Top Sells
| 1 | +$8.4M | |
| 2 | +$4.99M | |
| 3 | +$4.16M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.97M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.96M |
Sector Composition
| 1 | Technology | 10.55% |
| 2 | Healthcare | 6.13% |
| 3 | Financials | 5.24% |
| 4 | Consumer Discretionary | 4.17% |
| 5 | Consumer Staples | 3.61% |