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
$190M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$597K
2 +$306K
3 +$220K
4
MSFT icon
Microsoft
MSFT
+$215K
5
MCD icon
McDonald's
MCD
+$129K

Sector Composition

1 Financials 48.32%
2 Communication Services 10.15%
3 Technology 8.66%
4 Consumer Staples 8.05%
5 Healthcare 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$94K 0.05%
2,400
-125
77
-3,575
78
-7,690