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

Top Buys

1 +$207K
2 +$201K
3 +$147K
4
T icon
AT&T
T
+$93.1K
5
BAC icon
Bank of America
BAC
+$67.8K

Top Sells

1 +$189K
2 +$165K
3 +$146K
4
AAPL icon
Apple
AAPL
+$77.8K
5
GS icon
Goldman Sachs
GS
+$74.5K

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