CIAS
CFS Investment Advisory Services Portfolio holdings
AUM
$1.37B
1-Year Est. Return
16%
This Fund
S&P 500
1 Year Est. Return
+16%
AUM
$1.37B
AUM Growth
+$22.3M
(+1.7%)
Holding
353
Top Buys
| 1 | +$6.2M | |
| 2 | +$5.52M | |
| 3 | +$3.39M | |
| 4 |
SYSB
iShares Systematic Bond ETF
SYSB
|
+$3.22M |
| 5 |
iShares Emerging Markets Dividend ETF
DVYE
|
+$2.46M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$2.7M | |
| 3 | +$2.66M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.99M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$1.97M |
Sector Composition
| 1 | Technology | 4.49% |
| 2 | Financials | 2.69% |
| 3 | Healthcare | 2.53% |
| 4 | Industrials | 1.99% |
| 5 | Consumer Staples | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Kinder Morgan
KMI
$70.9B
| – | – |
-10,670
|
|
||
352
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
| – | – |
-8,312
|
|
||
353
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
| – | – |
-23,110
|
|