CIAS
CBIZ Investment Advisory Services Portfolio holdings
AUM $2.04B
AUM
$2.04B
AUM Growth
+$38M (+2%)
Cap. Flow
+$58.2M
Cap. Flow % of AUM
2.85%
Top 10 Holdings %Top 10 Hldgs %
94.35%
Holding
646
New
161
Increased
209
Reduced
96
Closed
22
Top Buys
1 | $34.1M | |
2 | $10.1M | |
3 | $6.44M | |
4 | $5.88M | |
5 | $4.25M |
Top Sells
1 | $11M | |
2 | $3.78M | |
3 | $344K | |
4 | $240K | |
5 | $143K |
Sector Composition
1 | Industrials | 2.08% |
2 | Technology | 0.35% |
3 | Financials | 0.17% |
4 | Healthcare | 0.11% |
5 | Consumer Discretionary | 0.08% |