CSIA
Charles Schwab Investment Advisory Portfolio holdings
AUM
$72.8B
This Quarter Return
+4.13%
1 Year Return
+10.03%
3 Year Return
+2.56%
5 Year Return
+28.26%
10 Year Return
+55.17%
AUM
$62.7B
AUM Growth
+$62.7B
(+5.7%)
Cap. Flow
+$947M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
67.16%
Holding
113
New
6
Increased
49
Reduced
51
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Energy | 0% |
| 4 | Communication Services | 0% |
| 5 | Financials | 0% |
