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
$136M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$702K
3 +$190K
4
UPS icon
United Parcel Service
UPS
+$106K
5
NEE icon
NextEra Energy
NEE
+$103K

Top Sells

1 +$801K
2 +$633K
3 +$357K
4
GSK icon
GSK
GSK
+$349K
5
TMO icon
Thermo Fisher Scientific
TMO
+$243K

Sector Composition

1 Technology 22.24%
2 Financials 14.91%
3 Healthcare 13.29%
4 Consumer Discretionary 11.74%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.15%
+1,198
77
-9,616