CIA

Cohen Investment Advisors Portfolio holdings

AUM $206M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$7.22M
2 +$5.99M
3 +$4.16M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.21M
5
DIS icon
Walt Disney
DIS
+$2.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.33%
2 Healthcare 14.69%
3 Financials 13.96%
4 Consumer Discretionary 12.78%
5 Communication Services 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$231K 0.21%
+1,558
77
$226K 0.2%
+4,506
78
$39K 0.04%
+10,053