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

Top Buys

1 +$247K
2 +$242K
3 +$186K
4
JPM icon
JPMorgan Chase
JPM
+$173K
5
PG icon
Procter & Gamble
PG
+$107K

Top Sells

1 +$120K
2 +$36K
3 +$34.6K
4
SBUX icon
Starbucks
SBUX
+$26.1K
5
XOM icon
Exxon Mobil
XOM
+$20.8K

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