CIAS
CBIZ Investment Advisory Services Portfolio holdings
AUM
$2.26B
This Quarter Return
-15.82%
1 Year Return
+12.28%
3 Year Return
+37%
5 Year Return
+55.03%
10 Year Return
–
AUM
$783M
AUM Growth
+$783M
(-17%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
97.21%
Holding
245
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Financials | 0.26% |
| 3 | Communication Services | 0.08% |
| 4 | Healthcare | 0.07% |
| 5 | Consumer Staples | 0.06% |
