CIAS
CBIZ Investment Advisory Services Portfolio holdings
AUM
$2.26B
This Quarter Return
+16.24%
1 Year Return
+12.28%
3 Year Return
+37%
5 Year Return
+55.03%
10 Year Return
–
AUM
$908M
AUM Growth
+$908M
(+16%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
97.19%
Holding
227
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Financials | 0.23% |
| 3 | Communication Services | 0.06% |
| 4 | Consumer Staples | 0.04% |
| 5 | Healthcare | 0.03% |