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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
51
$558K 0.27%
7,279
+275
52
$532K 0.26%
4,727
+64
53
$531K 0.26%
1,194
-55
54
$529K 0.26%
1,079
-76
55
$522K 0.25%
2,842
56
$518K 0.25%
5,561
-1,071
57
$515K 0.25%
6,349
+382
58
$512K 0.25%
9,412
+296
59
$493K 0.24%
5,199
+122
60
$487K 0.24%
7,682
-26
61
$485K 0.24%
5,778
+826
62
$476K 0.23%
3,712
+109
63
$468K 0.23%
7,236
+218
64
$450K 0.22%
6,809
-161
65
$449K 0.22%
7,524
+674
66
$443K 0.21%
4,649
+220
67
$439K 0.21%
6,585
+229
68
$435K 0.21%
9,217
+1,379
69
$427K 0.21%
9,469
+1,180
70
$400K 0.19%
33,409
+1,307
71
$395K 0.19%
4,134
+780
72
$384K 0.19%
5,819
+837
73
$377K 0.18%
13,337
-1,157
74
$365K 0.18%
2,000
75
$340K 0.16%
13,046
+2,776
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3
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