CIAS

CFS Investment Advisory Services Portfolio holdings

AUM $1.22B
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$745M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$9.97M
3 +$7.34M
4
MBB icon
iShares MBS ETF
MBB
+$7.07M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.59M

Sector Composition

1 Consumer Staples 4.01%
2 Industrials 2.89%
3 Healthcare 2.62%
4 Materials 2.25%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-21,328
227
-54,751
228
-64,786