CIAS

CBIZ Investment Advisory Services Portfolio holdings

AUM $2.26B
1-Year Est. Return 12.28%
This Quarter Est. Return
1 Year Est. Return
+12.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$962M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$216M
2
+$163M
3
+$141M
4
BND icon
Vanguard Total Bond Market
BND
+$118M
5
VB icon
Vanguard Small-Cap ETF
VB
+$54.3M

Sector Composition

1 Technology 0.76%
2 Financials 0.25%
3 Communication Services 0.06%
4 Healthcare 0.04%
5 Industrials 0.03%
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