CIA

Concurrent Investment Advisors Portfolio holdings

AUM $5.8B
1-Year Est. Return 20.76%
This Quarter Est. Return
1 Year Est. Return
+20.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$30.6M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
NVDA icon
NVIDIA
NVDA
+$13.4M

Top Sells

1
+$24.4M
2
+$11.1M
3
+$5.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.09M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$4.86M

Sector Composition

1 Technology 13.19%
2 Consumer Discretionary 6.53%
3 Financials 6%
4 Healthcare 4.48%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.27M 0.04%
9,035
+1,442
377
$1.25M 0.04%
22,488
-9,441
378
$1.24M 0.04%
11,387
+1,677
379
$1.24M 0.04%
5,892
+1,614
380
$1.24M 0.04%
16,798
+672
381
$1.23M 0.04%
+62,174
382
$1.23M 0.04%
76,040
+16,346
383
$1.23M 0.04%
4,270
-943
384
$1.21M 0.04%
10,755
-4,676
385
$1.21M 0.04%
23,627
+214
386
$1.19M 0.04%
18,281
+1,985
387
$1.19M 0.04%
+57,920
388
$1.18M 0.04%
10,230
+2,015
389
$1.17M 0.04%
+46,356
390
$1.15M 0.04%
1,123
+22
391
$1.14M 0.04%
12,323
+118
392
$1.14M 0.04%
15,080
+4,536
393
$1.14M 0.04%
5,954
-470
394
$1.14M 0.04%
5,378
+511
395
$1.14M 0.04%
11,716
+2,565
396
$1.13M 0.04%
+29,113
397
$1.13M 0.04%
33,434
-9,188
398
$1.12M 0.04%
1,920
+305
399
$1.11M 0.04%
9,789
+77
400
$1.11M 0.04%
13,771
+4,078
14 15
16
17 18