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
501
$718K 0.02%
1,531
+244
502
$716K 0.02%
7,325
+966
503
$714K 0.02%
14,289
+4,889
504
$709K 0.02%
9,088
+5,590
505
$708K 0.02%
9,194
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506
$708K 0.02%
58,257
+5,000
507
$701K 0.02%
445
-390
508
$699K 0.02%
11,602
-139
509
$698K 0.02%
26,254
-1,373
510
$689K 0.02%
18,977
-4,591
511
$688K 0.02%
2,142
+42
512
$686K 0.02%
5,452
+3,966
513
$686K 0.02%
4,337
+1,965
514
$685K 0.02%
4,404
+539
515
$665K 0.02%
4,581
-44
516
$663K 0.02%
5,682
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517
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7,877
+5,280
518
$657K 0.02%
13,051
+2,286
519
$656K 0.02%
3,752
+1,775
520
$655K 0.02%
30,938
+17,938
521
$644K 0.02%
4,040
-272
522
$643K 0.02%
46,744
523
$638K 0.02%
20,294
+36
524
$637K 0.02%
6,339
-1,777
525
$636K 0.02%
3,178
+619
19 20
21
22 23