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
$135M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$342K
2 +$281K
3 +$202K
4
DKNG icon
DraftKings
DKNG
+$102K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$57.4K

Top Sells

1 +$398K
2 +$324K
3 +$143K
4
LLY icon
Eli Lilly
LLY
+$117K
5
UPS icon
United Parcel Service
UPS
+$58.1K

Sector Composition

1 Technology 21.47%
2 Financials 13.62%
3 Healthcare 13.56%
4 Consumer Discretionary 11.72%
5 Communication Services 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$324K 0.24%
7,029
+979
77
$261K 0.19%
1,558
78
$217K 0.16%
941
+10
79
-21,029
80
-5,565