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
$204M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$207K
3 +$161K
4
MKL icon
Markel Group
MKL
+$140K
5
BKNG icon
Booking.com
BKNG
+$82.9K

Top Sells

1 +$148K
2 +$47.1K
3 +$45.3K
4
SYY icon
Sysco
SYY
+$26.3K
5
FI icon
Fiserv
FI
+$19.9K

Sector Composition

1 Financials 52.55%
2 Communication Services 8.93%
3 Consumer Staples 7.9%
4 Technology 7.72%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$84K 0.04%
7,012
-1,078
77
$73K 0.04%
6,364
-794