CIAS

CFS Investment Advisory Services Portfolio holdings

AUM $1.35B
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23M
AUM Growth
-$722M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.87M
3
+$1.57M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.54M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$1.37M

Top Sells

1
+$246K
2
+$220K
3
+$208K

Sector Composition

1 Consumer Staples 4.04%
2 Financials 1.2%
3 Healthcare 0.77%
4 Industrials 0.76%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
+15,885
327
$1K ﹤0.01%
+56,940
328
$1K ﹤0.01%
+109,712
329
$1K ﹤0.01%
+87,992
330
$1K ﹤0.01%
+83,749
331
$1K ﹤0.01%
+10,962
332
$1K ﹤0.01%
+141,800
333
$1K ﹤0.01%
+34,320
334
$1K ﹤0.01%
+76,799
335
$1K ﹤0.01%
+56,114
336
$1K ﹤0.01%
+60,727
337
$1K ﹤0.01%
+77,133
338
$1K ﹤0.01%
+167,516
339
$1K ﹤0.01%
+28,338
340
$1K ﹤0.01%
+161,973
341
$1K ﹤0.01%
+47,419
342
$1K ﹤0.01%
+25,340
343
$1K ﹤0.01%
+22,527
344
$1K ﹤0.01%
+15,062
345
$1K ﹤0.01%
+54,800
346
$1K ﹤0.01%
+109,634
347
$1K ﹤0.01%
+186,668
348
$1K ﹤0.01%
+22,993
349
$1K ﹤0.01%
+83,246
350
$1K ﹤0.01%
+130,076
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