CIA
Citadel Investment Advisory Portfolio holdings
AUM
$206M
This Quarter Return
+13.15%
1 Year Return
+23.58%
3 Year Return
+68.31%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.49%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$27.3M |
| 2 |
Markel Group
MKL
|
$14.8M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$5.39M |
| 4 |
Walt Disney
DIS
|
$5.01M |
| 5 |
Johnson & Johnson
JNJ
|
$3.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 38.24% |
| 2 | Communication Services | 14.49% |
| 3 | Consumer Staples | 10.99% |
| 4 | Healthcare | 9.2% |
| 5 | Technology | 6.99% |
