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CIA
Cohen Investment Advisors Portfolio holdings
AUM
$210M
1-Year Est. Return
21.57%
This Fund
S&P 500
1 Year Est. Return
+21.57%
AUM
$210M
AUM Growth
-$7.03M
(-3.2%)
Holding
79
Top Buys
| 1 | +$266K | |
| 2 | +$102K | |
| 3 | +$100K | |
| 4 |
Blackstone
BX
|
+$97.7K |
| 5 |
Vanguard Value ETF
VTV
|
+$93.3K |
Top Sells
| 1 | +$587K | |
| 2 | +$331K | |
| 3 | +$170K | |
| 4 |
Rio Tinto
RIO
|
+$139K |
| 5 |
Goldman Sachs
GS
|
+$137K |
Sector Composition
| 1 | Technology | 17.79% |
| 2 | Financials | 17.05% |
| 3 | Healthcare | 14.26% |
| 4 | Communication Services | 10.55% |
| 5 | Consumer Discretionary | 9.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kraft Heinz
KHC
$27.8B
| $304K | 0.14% |
13,522
+592
|
|
||
77
Tesla
TSLA
$1.49T
| $278K | 0.13% |
749
|
|
||
78
Palantir
PLTR
$317B
| $219K | 0.1% |
1,500
|
|
||
79
Alpha Tau Medical Warrant
DRTSW
$42.1M
| $10K | ﹤0.01% |
+10,000
|
|