CIA
Citadel Investment Advisory Portfolio holdings
AUM
$206M
This Quarter Return
+10.53%
1 Year Return
+23.58%
3 Year Return
+68.31%
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+8.7%)
Cap. Flow
-$812K
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
59.16%
Holding
83
New
1
Increased
4
Reduced
40
Closed
1
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$254K |
| 2 |
EchoStar
SATS
|
$159K |
| 3 |
Eaton
ETN
|
$1.56K |
| 4 |
CSX Corp
CSX
|
$778 |
Top Sells
| 1 |
Markel Group
MKL
|
$190K |
| 2 |
DISH
DISH Network Corp.
DISH
|
$173K |
| 3 |
Wells Fargo
WFC
|
$130K |
| 4 |
AB InBev
BUD
|
$76.9K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$74.6K |
Sector Composition
| 1 | Financials | 47.69% |
| 2 | Communication Services | 10.67% |
| 3 | Healthcare | 8.21% |
| 4 | Technology | 8.18% |
| 5 | Consumer Staples | 7.66% |