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
$163M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$2.49M
2 +$742K
3 +$470K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$324K
5
GE icon
GE Aerospace
GE
+$284K

Sector Composition

1 Healthcare 5.65%
2 Industrials 3.78%
3 Energy 3.77%
4 Technology 3.68%
5 Financials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,382
177
-2,338
178
-5,878
179
-2,300
180
-12,151