CSIA

Conrad Siegel Investment Advisors Portfolio holdings

AUM $476M
1-Year Est. Return 13.59%
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$841K
2 +$455K
3 +$163K
4
META icon
Meta Platforms (Facebook)
META
+$154K
5
AMZN icon
Amazon
AMZN
+$138K

Sector Composition

1 Technology 1.32%
2 Communication Services 0.59%
3 Consumer Discretionary 0.47%
4 Financials 0.24%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,759