CIAS
Capital Investment Advisory Services Portfolio holdings
AUM
$1.41B
1-Year Est. Return
20.1%
This Fund
S&P 500
1 Year Est. Return
+20.1%
AUM
$329M
AUM Growth
+$60.4M
(+23%)
Holding
1,508
Top Buys
| 1 | +$2.51M | |
| 2 | +$2.35M | |
| 3 | +$1.49M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.24M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.12M |
Top Sells
| 1 | +$5.22M | |
| 2 | +$848K | |
| 3 | +$731K | |
| 4 |
Cameco
CCJ
|
+$724K |
| 5 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$508K |
Sector Composition
| 1 | Healthcare | 6.9% |
| 2 | Technology | 6.08% |
| 3 | Financials | 5.32% |
| 4 | Consumer Staples | 4.47% |
| 5 | Consumer Discretionary | 4.28% |