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
401
$1.1M 0.04%
10,278
+1,507
402
$1.1M 0.04%
20,790
+2,030
403
$1.09M 0.04%
5,538
+3,171
404
$1.09M 0.04%
18,231
+6,244
405
$1.08M 0.04%
2,839
-287
406
$1.08M 0.04%
8,715
+75
407
$1.08M 0.04%
25,909
-994
408
$1.07M 0.04%
4,915
+1,015
409
$1.07M 0.04%
10,873
+5,353
410
$1.06M 0.03%
7,750
+283
411
$1.06M 0.03%
+2,046
412
$1.06M 0.03%
43,386
413
$1.05M 0.03%
9,910
+1,320
414
$1.05M 0.03%
113,392
-4,288
415
$1.05M 0.03%
16,640
+9,556
416
$1.05M 0.03%
10,872
-41
417
$1.04M 0.03%
7,898
+1,642
418
$1.04M 0.03%
17,808
+7,000
419
$1.03M 0.03%
14,032
+20
420
$1.03M 0.03%
21,390
+2,899
421
$1.03M 0.03%
22,294
+6,005
422
$1.03M 0.03%
9,365
+891
423
$1.03M 0.03%
4,963
-1,851
424
$1.02M 0.03%
10,304
+145
425
$1.02M 0.03%
12,169
+239
15 16
17
18 19