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
$140M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$212K
2 +$163K
3 +$116K
4
INTC icon
Intel
INTC
+$103K
5
NOW icon
ServiceNow
NOW
+$102K

Top Sells

1 +$144K
2 +$79.1K
3 +$61.1K
4
AMZN icon
Amazon
AMZN
+$58.2K
5
WBK
Westpac Banking Corporation
WBK
+$55.2K

Sector Composition

1 Technology 23.14%
2 Financials 13.99%
3 Healthcare 13.24%
4 Consumer Discretionary 12.95%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$299K 0.21%
6,050
+344
77
$271K 0.19%
1,558
78
$266K 0.19%
2,437
-87
79
$234K 0.17%
+931