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
$908M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$252K
2
+$131K
3
+$115K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$56K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$51K

Sector Composition

1 Technology 0.78%
2 Financials 0.23%
3 Communication Services 0.06%
4 Consumer Staples 0.04%
5 Healthcare 0.03%
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