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
$124M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$79.1K
2
+$74.6K
3
+$72.5K
4
DKNG icon
DraftKings
DKNG
+$70.9K
5
VZ icon
Verizon
VZ
+$69.3K

Top Sells

1
+$1.76M
2
+$1.11M
3
+$1.01M
4
MSFT icon
Microsoft
MSFT
+$629K
5
LLY icon
Eli Lilly
LLY
+$568K

Sector Composition

1 Technology 21.55%
2 Healthcare 13.96%
3 Financials 13.53%
4 Consumer Discretionary 11.8%
5 Communication Services 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.17%
1,272
-30
77
– –
-8,438
78
– –
-2,397
1 2 3
4