CKAIS
Christensen King & Associates Investment Services Portfolio holdings
AUM
$218M
1-Year Return
11.04%
This Quarter Return
+9.18%
1 Year Return
+11.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$187M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.31%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$22.9M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$15M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$12.9M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$11.6M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$9.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.79% |
| 2 | Consumer Discretionary | 0.85% |
| 3 | Healthcare | 0.72% |
| 4 | Energy | 0.39% |
| 5 | Consumer Staples | 0.33% |
