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
$176M
AUM Growth
-$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.72K

Top Sells

1 +$216K
2 +$112K
3 +$75.4K
4
SATS icon
EchoStar
SATS
+$64.2K
5
WFC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$96K 0.05%
9,270
-1,658
77
$79K 0.04%
3,575
-161