We are live on ! Find out more
CIAS

Capital Investment Advisory Services Portfolio holdings

AUM $1.37B
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,527
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.42%
2 Technology 5.53%
3 Financials 4.81%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$21K 0.01%
800
802
$21K 0.01%
272
803
$21K 0.01%
190
+40
804
$21K 0.01%
1,500
805
$21K 0.01%
728
+478
806
$21K 0.01%
21,800
+8,400
807
$20K 0.01%
+539
808
$20K 0.01%
1,500
809
$20K 0.01%
452
+103
810
$20K 0.01%
165
811
$20K 0.01%
800
812
$20K 0.01%
311
813
$20K 0.01%
649
-1,605
814
$20K 0.01%
1,300
815
$20K 0.01%
800
+182
816
$20K 0.01%
500
817
$19K 0.01%
800
818
$19K 0.01%
187
819
$19K 0.01%
80
820
$19K 0.01%
75
821
$19K 0.01%
159
822
$19K 0.01%
2,425
823
$19K 0.01%
211
824
$19K 0.01%
875
825
$19K 0.01%
321
+41