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

Top Buys

1 +$85.2K
2 +$81.8K
3 +$81.5K
4
KMI icon
Kinder Morgan
KMI
+$75.6K
5
VZ icon
Verizon
VZ
+$69.6K

Top Sells

1 +$1.76M
2 +$1.13M
3 +$1.04M
4
MSFT icon
Microsoft
MSFT
+$683K
5
LLY icon
Eli Lilly
LLY
+$635K

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
-2,397
78
-8,438