CSIA
Conrad Siegel Investment Advisors Portfolio holdings
AUM
$554M
1-Year Est. Return
17.75%
This Fund
S&P 500
1 Year Est. Return
+17.75%
AUM
$194M
AUM Growth
+$64.8M
(+50%)
Holding
28
Top Buys
| 1 | +$39.9M | |
| 2 | +$15M | |
| 3 | +$9.31M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$3.51M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.01M |
Sector Composition
| 1 | Technology | 1.76% |
| 2 | Communication Services | 0.98% |
| 3 | Consumer Discretionary | 0.69% |
| 4 | Financials | 0.14% |