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
1451
$0 ﹤0.01%
10
1452
-119
1453
-13
1454
-200
1455
$0 ﹤0.01%
4
1456
-5
1457
-5,130
1458
-27
1459
-305
1460
-185
1461
-100
1462
-750
1463
-2,850
1464
-16
1465
-927
1466
-100
1467
-600
1468
-1,000
1469
-86
1470
$0 ﹤0.01%
32
-1
1471
-102
1472
-100
1473
-39
1474
$0 ﹤0.01%
+87
1475
-137