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
$1.17B
AUM Growth
-$908M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$523M
2
+$341M
3
+$261M
4
VTV icon
Vanguard Value ETF
VTV
+$193M
5
VUG icon
Vanguard Growth ETF
VUG
+$182M

Sector Composition

1 Technology 0.56%
2 Financials 0.27%
3 Communication Services 0.05%
4 Industrials 0.03%
5 Healthcare 0.03%
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