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
$123M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$1.91M
3 +$273K
4
TMO icon
Thermo Fisher Scientific
TMO
+$234K
5
GS icon
Goldman Sachs
GS
+$225K

Sector Composition

1 Technology 17.33%
2 Financials 15.28%
3 Healthcare 14.37%
4 Consumer Discretionary 12.26%
5 Communication Services 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$266K 0.22%
2,447
-97
77
$220K 0.18%
1,558
78
-10,053