CIA
Cladis Investment Advisory Portfolio holdings
AUM
$175M
1-Year Est. Return
26.76%
1 Year Est. Return
+26.76%
AUM
$160M
AUM Growth
+$21.4M
(+15%)
Holding
152
Top Buys
| 1 | +$852K | |
| 2 | +$748K | |
| 3 | +$475K | |
| 4 |
Starbucks
SBUX
|
+$461K |
| 5 |
Cal-Maine
CALM
|
+$399K |
Top Sells
| 1 | +$911K | |
| 2 | +$729K | |
| 3 | +$459K | |
| 4 |
Verizon
VZ
|
+$262K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$213K |
Sector Composition
| 1 | Technology | 26.81% |
| 2 | Industrials | 13.44% |
| 3 | Financials | 8.19% |
| 4 | Communication Services | 7.52% |
| 5 | Healthcare | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
iShares Russell 2000 ETF
IWM
$68B
| – | – |
-1,067
|
|
||
152
iShares US Healthcare ETF
IYH
$3.08B
| – | – |
-3,340
|
|