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CIA

Cohen Investment Advisors Portfolio holdings

AUM $210M
1-Year Est. Return 21.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$356K
2
+$338K
3
+$318K
4
PFE icon
Pfizer
PFE
+$254K
5
BHP icon
BHP
BHP
+$219K

Top Sells

1
+$426K
2
+$356K
3
+$311K
4
C icon
Citigroup
C
+$136K
5
AAPL icon
Apple
AAPL
+$131K

Sector Composition

1 Technology 21.49%
2 Financials 18.32%
3 Healthcare 12.13%
4 Consumer Discretionary 10.95%
5 Communication Services 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 1.73%
63,777
+4,109
27
$3.4M 1.65%
7,005
+355
28
$3.39M 1.65%
12,028
+648
29
$3.17M 1.54%
42,024
+2,251
30
$3.17M 1.54%
52,166
+5,456
31
$3.14M 1.52%
71,434
+4,523
32
$3.08M 1.49%
82,346
+3,046
33
$3.07M 1.49%
12,940
+753
34
$2.99M 1.45%
26,122
+1,000
35
$2.96M 1.44%
13,702
+612
36
$2.9M 1.41%
113,775
+10,285
37
$2.9M 1.41%
43,652
+2,550
38
$2.66M 1.29%
31,449
+1,985
39
$2.51M 1.22%
30,024
+3,728
40
$1.5M 0.73%
25,102
+725
41
$1.48M 0.72%
18,540
+264
42
$1.16M 0.56%
6,228
+200
43
$1.09M 0.53%
4,277
+152
44
$836K 0.41%
15,439
+485
45
$751K 0.36%
2,660
-140
46
$744K 0.36%
3,054
+27
47
$718K 0.35%
7,070
-1,429
48
$654K 0.32%
1,311
+164
49
$590K 0.29%
3,639
-455
50
$569K 0.28%
4,049
+2,491
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