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
351
$1K ﹤0.01%
+14,255
352
$1K ﹤0.01%
+153,556
353
$1K ﹤0.01%
+153,913
354
$1K ﹤0.01%
+113,081
355
$1K ﹤0.01%
+48,689
356
$1K ﹤0.01%
+20,738
357
$1K ﹤0.01%
1,942,115
+1,936,930
358
$1K ﹤0.01%
+91,197
359
$1K ﹤0.01%
+74,780
360
$1K ﹤0.01%
+17,940
361
$1K ﹤0.01%
+27,080
362
$1K ﹤0.01%
+86,884
363
$1K ﹤0.01%
+27,748
364
$1K ﹤0.01%
+112,177
365
$1K ﹤0.01%
+82,521
366
$1K ﹤0.01%
+26,004
367
$1K ﹤0.01%
+105,969
368
$1K ﹤0.01%
+82,500
369
$1K ﹤0.01%
+94,654
370
$1K ﹤0.01%
+255,192
371
$1K ﹤0.01%
+25,848
372
$1K ﹤0.01%
+37,810
373
$1K ﹤0.01%
+122,687
374
$1K ﹤0.01%
+48,379
375
$1K ﹤0.01%
+103,845
13 14
15
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