CIA

Cohen Investment Advisors Portfolio holdings

AUM $217M
1-Year Est. Return 21.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.6%
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 +$325K
2 +$194K
3 +$41.2K
4
TSLA icon
Tesla
TSLA
+$41K
5
CVX icon
Chevron
CVX
+$21.6K

Top Sells

1 +$10.3M
2 +$4.93M
3 +$1.66M
4
AMGN icon
Amgen
AMGN
+$284K
5
TMO icon
Thermo Fisher Scientific
TMO
+$284K

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