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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$25.8M
2 +$15.3M
3 +$14.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$9.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Materials 1.15%
2 Technology 1.03%
3 Healthcare 0.5%
4 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$230K 0.21%
+4,163
27
$200K 0.18%
+2,182