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
$126M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$203K
2 +$201K
3 +$142K
4
T icon
AT&T
T
+$93.7K
5
VZ icon
Verizon
VZ
+$66.7K

Top Sells

1 +$191K
2 +$168K
3 +$144K
4
AAPL icon
Apple
AAPL
+$86.9K
5
NOC icon
Northrop Grumman
NOC
+$73.4K

Sector Composition

1 Technology 21.68%
2 Healthcare 13.96%
3 Financials 12.95%
4 Consumer Discretionary 10.98%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$225K 0.18%
998
+36
77
$203K 0.16%
+2,397
78
$201K 0.16%
+1,302