CIA
Cohen Investment Advisors Portfolio holdings
AUM
$217M
1-Year Est. Return
21.6%
This Fund
S&P 500
1 Year Est. Return
+21.6%
AUM
$217M
AUM Growth
+$11.5M
(+5.6%)
Holding
78
Top Buys
| 1 | +$177K | |
| 2 | +$176K | |
| 3 | +$168K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$166K |
| 5 |
Chevron
CVX
|
+$153K |
Top Sells
| 1 | +$265K | |
| 2 | +$197K | |
| 3 | +$178K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$170K |
| 5 |
Palantir
PLTR
|
+$90.5K |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 18.28% |
| 3 | Healthcare | 14.02% |
| 4 | Communication Services | 10.97% |
| 5 | Consumer Discretionary | 10.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kraft Heinz
KHC
$28.3B
| $314K | 0.14% |
12,930
-116
|
|
||
77
Northrop Grumman
NOC
$104B
| $267K | 0.12% |
468
|
|
||
|
78
Palantir
PLTR
$362B
| $267K | 0.12% |
1,500
-500
|
|