CIA

Citadel Investment Advisory Portfolio holdings

AUM $218M
1-Year Est. Return 22.65%
This Quarter Est. Return
1 Year Est. Return
+22.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$854K
2 +$649K
3 +$599K
4
BA icon
Boeing
BA
+$306K
5
JNJ icon
Johnson & Johnson
JNJ
+$139K

Top Sells

1 +$211M
2 +$366K
3 +$147K
4
MSFT icon
Microsoft
MSFT
+$105K
5
MCD icon
McDonald's
MCD
+$90.3K

Sector Composition

1 Financials 40.76%
2 Communication Services 12.72%
3 Healthcare 9.79%
4 Consumer Staples 9.66%
5 Technology 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.12%
6,014
-93