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
$164M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.12M
3 +$958K
4
NEE icon
NextEra Energy
NEE
+$535K
5
UPS icon
United Parcel Service
UPS
+$523K

Top Sells

1 +$2.13M
2 +$2.03M
3 +$1.83M
4
MSFT icon
Microsoft
MSFT
+$690K
5
GSK icon
GSK
GSK
+$349K

Sector Composition

1 Technology 19.85%
2 Financials 16.3%
3 Healthcare 13.81%
4 Consumer Discretionary 11.52%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$265K 0.16%
1,558
77
$233K 0.14%
904
-48
78
-59,835
79
-9,616