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

Top Buys

1 +$960K
2 +$831K
3 +$728K
4
AMZN icon
Amazon
AMZN
+$666K
5
INTU icon
Intuit
INTU
+$475K

Top Sells

1 +$2.39M
2 +$233K
3 +$23.1K
4
PM icon
Philip Morris
PM
+$21.1K
5
ETR icon
Entergy
ETR
+$18.7K

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