CIA
Cohen Investment Advisors Portfolio holdings
AUM
$206M
1-Year Est. Return
17.75%
1 Year Est. Return
+17.75%
AUM
$192M
AUM Growth
+$19.2M
(+11%)
Holding
80
Top Buys
| 1 | +$1.78M | |
| 2 | +$588K | |
| 3 | +$472K | |
| 4 |
Johnson & Johnson
JNJ
|
+$369K |
| 5 |
Pfizer
PFE
|
+$363K |
Top Sells
| 1 | +$233K | |
| 2 | +$63.5K | |
| 3 | +$50.7K | |
| 4 |
Diageo
DEO
|
+$49.2K |
| 5 |
Philip Morris
PM
|
+$43K |
Sector Composition
| 1 | Technology | 21.95% |
| 2 | Financials | 18.34% |
| 3 | Healthcare | 11.81% |
| 4 | Consumer Discretionary | 11.36% |
| 5 | Communication Services | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Palantir
PLTR
$438B
| $273K | 0.14% |
+2,000
|
|
||
77
Kraft Heinz
KHC
$29.9B
| $265K | 0.14% |
10,270
-127
|
|
||
78
Vanguard Total Stock Market ETF
VTI
$553B
| $258K | 0.13% |
848
+50
|
|
||
79
Vanguard Total International Stock ETF
VXUS
$108B
| $247K | 0.13% |
3,575
+72
|
|
||
80
PepsiCo
PEP
$207B
| $206K | 0.11% |
1,558
|
|