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
$153M
AUM Growth
-$1.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$787K
2 +$152K
3 +$144K

Top Sells

1 +$67.1K
2 +$40.7K
3 +$36.3K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$35.3K
5
WYNN icon
Wynn Resorts
WYNN
+$23.1K

Sector Composition

1 Financials 47.3%
2 Communication Services 10.76%
3 Consumer Staples 8.65%
4 Healthcare 8.53%
5 Technology 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$106K 0.07%
4,158
-1,595