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
$550M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$18.3M
3 +$14.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M

Sector Composition

1 Financials 1.89%
2 Healthcare 1.65%
3 Technology 0.72%
4 Energy 0.66%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-20,144