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
$129M
AUM Growth
+$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$322K
2 +$186K
3 +$43.5K
4
TSLA icon
Tesla
TSLA
+$42.8K
5
CVX icon
Chevron
CVX
+$21.5K

Top Sells

1 +$10.7M
2 +$5.15M
3 +$1.67M
4
TMO icon
Thermo Fisher Scientific
TMO
+$304K
5
AAPL icon
Apple
AAPL
+$296K

Sector Composition

1 Technology 17.95%
2 Financials 15.75%
3 Healthcare 14.52%
4 Consumer Discretionary 12.33%
5 Communication Services 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$232K 0.18%
3,450
-24,841
77
$231K 0.18%
1,558