CIA
Cohen Investment Advisors Portfolio holdings
AUM
$206M
1-Year Est. Return
17.75%
1 Year Est. Return
+17.75%
AUM
$206M
AUM Growth
+$14.5M
(+7.6%)
Holding
80
Top Buys
| 1 | +$350K | |
| 2 | +$332K | |
| 3 | +$311K | |
| 4 |
Pfizer
PFE
|
+$262K |
| 5 |
BHP
BHP
|
+$229K |
Top Sells
| 1 | +$426K | |
| 2 | +$356K | |
| 3 | +$335K | |
| 4 |
Apple
AAPL
|
+$148K |
| 5 |
Citigroup
C
|
+$145K |
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 | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$553B
| $311K | 0.15% |
949
+101
|
|
||
77
Vanguard Total International Stock ETF
VXUS
$108B
| $300K | 0.15% |
4,081
+506
|
|
||
78
Northrop Grumman
NOC
$86.5B
| $285K | 0.14% |
468
-549
|
|
||
79
Vodafone
VOD
$28.1B
| – | – |
-33,437
|
|
||
80
CME Group
CME
$97.1B
| – | – |
-1,547
|
|