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
1476
-103
1477
-843
1478
-200
1479
-95
1480
$0 ﹤0.01%
7
1481
-200
1482
$0 ﹤0.01%
16
1483
$0 ﹤0.01%
10
-2
1484
-2,192
1485
$0 ﹤0.01%
21
1486
$0 ﹤0.01%
15
1487
-60
1488
-45
1489
-500
1490
-17
1491
-200
1492
$0 ﹤0.01%
75
1493
-138
1494
-200
1495
-187
1496
$0 ﹤0.01%
50
1497
-500
1498
-15
1499
-33
1500
-400