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

Top Buys

1 +$234K
2 +$114K
3 +$113K
4
INTC icon
Intel
INTC
+$104K
5
NOW icon
ServiceNow
NOW
+$101K

Top Sells

1 +$162K
2 +$86.2K
3 +$63.7K
4
AMZN icon
Amazon
AMZN
+$56.7K
5
MSFT icon
Microsoft
MSFT
+$55.8K

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