CIAS

CBIZ Investment Advisory Services Portfolio holdings

AUM $2.64B
1-Year Est. Return 15.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$34K
2
+$29K
3
+$27K
4
ABT icon
Abbott
ABT
+$23K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8K

Sector Composition

1 Technology 0.74%
2 Financials 0.26%
3 Communication Services 0.06%
4 Healthcare 0.03%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
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