CSIA
Conrad Siegel Investment Advisors Portfolio holdings
AUM
$446M
This Quarter Return
+8.95%
1 Year Return
+13.21%
3 Year Return
+49.52%
5 Year Return
–
10 Year Return
–
AUM
$446M
AUM Growth
+$446M
(+14%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
87.62%
Holding
55
New
5
Increased
25
Reduced
22
Closed
2
Top Buys
Top Sells
Sector Composition
1 | Technology | 1.35% |
2 | Communication Services | 0.66% |
3 | Consumer Discretionary | 0.47% |
4 | Industrials | 0.22% |
5 | Financials | 0.22% |