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
$120M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$242K
2 +$233K
3 +$168K
4
JPM icon
JPMorgan Chase
JPM
+$163K
5
INTC icon
Intel
INTC
+$107K

Top Sells

1 +$117K
2 +$34.4K
3 +$33.7K
4
SBUX icon
Starbucks
SBUX
+$24.8K
5
AMGN icon
Amgen
AMGN
+$21.2K

Sector Composition

1 Technology 18.9%
2 Healthcare 15.88%
3 Financials 13.74%
4 Consumer Discretionary 10.23%
5 Energy 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$223K 0.19%
962
-11