CIA
Citadel Investment Advisory Portfolio holdings
AUM
$206M
This Quarter Return
+8.03%
1 Year Return
+23.58%
3 Year Return
+68.31%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+8.2%)
Cap. Flow
+$1.03M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
60.82%
Holding
83
New
1
Increased
24
Reduced
32
Closed
2
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$597K |
| 2 |
Markel Group
MKL
|
$306K |
| 3 |
SiriusXM
SIRI
|
$220K |
| 4 |
Microsoft
MSFT
|
$215K |
| 5 |
W.R. Berkley
WRB
|
$172K |
Top Sells
Sector Composition
| 1 | Financials | 48.32% |
| 2 | Communication Services | 10.15% |
| 3 | Technology | 8.66% |
| 4 | Consumer Staples | 8.05% |
| 5 | Healthcare | 7.82% |