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
376
$1K ﹤0.01%
+48,110
377
$1K ﹤0.01%
+122,660
378
$1K ﹤0.01%
+44,396
379
$1K ﹤0.01%
+19,420
380
$1K ﹤0.01%
+103,780
381
$1K ﹤0.01%
+46,344
382
$1K ﹤0.01%
+12,423
383
$1K ﹤0.01%
+19,658
384
$1K ﹤0.01%
+40,850
385
$1K ﹤0.01%
+62,760
386
$1K ﹤0.01%
+23,423
387
$1K ﹤0.01%
+62,810
388
$1K ﹤0.01%
+90,588
389
$1K ﹤0.01%
+70,356
390
$1K ﹤0.01%
+44,580
391
$1K ﹤0.01%
+82,488
392
$1K ﹤0.01%
+26,948
393
$1K ﹤0.01%
+12,927
394
$1K ﹤0.01%
+21,852
395
$1K ﹤0.01%
+45,967
396
$1K ﹤0.01%
+86,499
397
$1K ﹤0.01%
+89,855
398
$1K ﹤0.01%
+111,739
399
$1K ﹤0.01%
478,352
+477,392
400
$1K ﹤0.01%
+53,249
14 15
16
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