CIAS
CFS Investment Advisory Services Portfolio holdings
AUM
$1.22B
This Quarter Return
+7.3%
1 Year Return
+11.9%
3 Year Return
+42.13%
5 Year Return
–
10 Year Return
–
AUM
$595M
AUM Growth
+$595M
(+7.1%)
Cap. Flow
+$2.42M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
56.67%
Holding
159
New
9
Increased
63
Reduced
78
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Financials | 3.38% |
| 3 | Healthcare | 3.04% |
| 4 | Materials | 1.01% |
| 5 | Communication Services | 0.9% |
