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
$130M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$2.42M
2 +$2.31M
3 +$2.27M
4
AMGN icon
Amgen
AMGN
+$160K
5
V icon
Visa
V
+$90.7K

Top Sells

1 +$1.97M
2 +$1.32M
3 +$967K
4
HD icon
Home Depot
HD
+$484K
5
GE icon
GE Aerospace
GE
+$232K

Sector Composition

1 Technology 21.98%
2 Financials 14.97%
3 Consumer Discretionary 13.35%
4 Healthcare 12.37%
5 Communication Services 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$285K 0.22%
5,706
+366
77
$278K 0.21%
2,524
+67
78
$234K 0.18%
1,558
79
-3,450
80
-5,674