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
$117M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$394K
2 +$151K
3 +$64K
4
BA icon
Boeing
BA
+$63.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61K

Top Sells

1 +$509K
2 +$440K
3 +$342K
4
BHP icon
BHP
BHP
+$280K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$270K

Sector Composition

1 Technology 20.28%
2 Healthcare 15.89%
3 Financials 12.98%
4 Consumer Discretionary 10.54%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$260K 0.22%
1,558
77
$227K 0.19%
973
+32
78
-4,794
79
-4,510