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
+$25.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$352K
2 +$348K
3 +$326K
4
LLY icon
Eli Lilly
LLY
+$312K
5
AMZN icon
Amazon
AMZN
+$281K

Top Sells

1 +$426K
2 +$230K
3 +$209K
4
TSLA icon
Tesla
TSLA
+$203K
5
META icon
Meta Platforms (Facebook)
META
+$163K

Sector Composition

1 Technology 21.58%
2 Healthcare 14.81%
3 Financials 13.65%
4 Consumer Discretionary 11.78%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.17%
+4,800
77
-1,272