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
$109M
AUM Growth
-$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$327K
2 +$254K
3 +$56.6K
4
CRM icon
Salesforce
CRM
+$38.4K
5
WFC icon
Wells Fargo
WFC
+$36.7K

Top Sells

1 +$331K
2 +$320K
3 +$79K
4
LLY icon
Eli Lilly
LLY
+$75.7K
5
MSFT icon
Microsoft
MSFT
+$43.3K

Sector Composition

1 Technology 20.58%
2 Healthcare 15.34%
3 Financials 13.47%
4 Consumer Discretionary 11.51%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,075
77
-6,138