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
$178M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$254K
2 +$159K
3 +$1.56K
4
CSX icon
CSX Corp
CSX
+$778

Top Sells

1 +$190K
2 +$173K
3 +$130K
4
BUD icon
AB InBev
BUD
+$76.9K
5
GOOG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$129K 0.07%
10,928
-219
77
$111K 0.06%
3,736
-395
78
-29,987