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
$166M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$338K
3 +$233K
4
PFE icon
Pfizer
PFE
+$88.7K
5
UPS icon
United Parcel Service
UPS
+$79.9K

Top Sells

1 +$1.29M
2 +$904K
3 +$367K
4
STZ icon
Constellation Brands
STZ
+$233K
5
AMGN icon
Amgen
AMGN
+$189K

Sector Composition

1 Technology 21.16%
2 Financials 18.09%
3 Healthcare 11.86%
4 Consumer Discretionary 11.39%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$237K 0.14%
1,558
77
$233K 0.14%
+2,400
78
-904