CIAS

Capital Investment Advisory Services Portfolio holdings

AUM $1.22B
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Sells

1 +$23.7M
2 +$14.1M
3 +$10.7M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$5.48M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.35M

Sector Composition

1 Technology 9.31%
2 Healthcare 6.04%
3 Financials 5.49%
4 Consumer Discretionary 4.28%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$6K ﹤0.01%
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$5K ﹤0.01%
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$3K ﹤0.01%
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