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
$163M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$810K
2 +$42.3K
3 +$41.9K
4
MKL icon
Markel Group
MKL
+$36.9K
5
RTX icon
RTX Corp
RTX
+$19.6K

Top Sells

1 +$136K
2 +$95K
3 +$64.2K
4
WFC icon
Wells Fargo
WFC
+$42.9K
5
MDLZ icon
Mondelez International
MDLZ
+$39.9K

Sector Composition

1 Financials 46%
2 Communication Services 11.16%
3 Healthcare 8.4%
4 Consumer Staples 8.34%
5 Technology 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$156K 0.1%
2,550
-8
77
$119K 0.07%
4,131
-27