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
$193M
AUM Growth
+$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$699K
3 +$587K
4
ABBV icon
AbbVie
ABBV
+$380K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$218K

Top Sells

1 +$9.96M
2 +$154K
3 +$136K
4
GS icon
Goldman Sachs
GS
+$48.7K
5
LECO icon
Lincoln Electric
LECO
+$46.9K

Sector Composition

1 Financials 50.01%
2 Communication Services 10.99%
3 Technology 8.5%
4 Consumer Staples 7.2%
5 Healthcare 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$91K 0.05%
7,158
+100
77
$85K 0.04%
8,090
-783
78
-17,190