CIA
Citadel Investment Advisory Portfolio holdings
AUM
$206M
This Quarter Return
+0.91%
1 Year Return
+23.58%
3 Year Return
+68.31%
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(-0.91%)
Cap. Flow
-$1.25M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
60.99%
Holding
82
New
–
Increased
1
Reduced
41
Closed
–
Top Buys
| 1 |
Cedar Fair
FUN
|
$2.72K |
Top Sells
| 1 |
AT&T
T
|
$216K |
| 2 |
Wynn Resorts
WYNN
|
$112K |
| 3 |
Lincoln Electric
LECO
|
$75.4K |
| 4 |
EchoStar
SATS
|
$64.2K |
| 5 |
Wells Fargo
WFC
|
$62K |
Sector Composition
| 1 | Financials | 47.86% |
| 2 | Communication Services | 11.5% |
| 3 | Technology | 8.44% |
| 4 | Consumer Staples | 7.68% |
| 5 | Healthcare | 7.67% |