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
$172M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$837K
3 +$791K
4
AMZN icon
Amazon
AMZN
+$760K
5
TMO icon
Thermo Fisher Scientific
TMO
+$510K

Top Sells

1 +$2.22M
2 +$233K
3 +$27.1K
4
PM icon
Philip Morris
PM
+$18.8K
5
ETR icon
Entergy
ETR
+$18K

Sector Composition

1 Technology 19.7%
2 Financials 17.86%
3 Healthcare 13.58%
4 Consumer Discretionary 11.38%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$234K 0.14%
1,558
77
$219K 0.13%
+798
78
$218K 0.13%
+3,503
79
-2,400