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
$131M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$289K
2 +$160K
3 +$154K
4
LOW icon
Lowe's Companies
LOW
+$56.4K
5
DIS icon
Walt Disney
DIS
+$46.9K

Top Sells

1 +$1.3M
2 +$749K
3 +$368K
4
ACNT icon
Ascent Industries
ACNT
+$255K
5
CSX icon
CSX Corp
CSX
+$43.9K

Sector Composition

1 Financials 42.78%
2 Communication Services 11.4%
3 Healthcare 10.05%
4 Consumer Staples 9.79%
5 Technology 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-18,154