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
551
$556K 0.02%
14,570
+3,501
552
$553K 0.02%
2,717
+1,054
553
$549K 0.02%
7,800
-2,205
554
$541K 0.02%
+12,864
555
$540K 0.02%
28,120
+7,414
556
$538K 0.02%
34,248
+262
557
$537K 0.02%
7,465
+307
558
$537K 0.02%
18,755
-1,025
559
$534K 0.02%
10,087
-418
560
$534K 0.02%
10,248
+86
561
$534K 0.02%
325
-141
562
$532K 0.02%
45,305
+2,470
563
$530K 0.02%
4,962
-660
564
$530K 0.02%
+3,088
565
$530K 0.02%
4,950
-94
566
$529K 0.02%
+26,307
567
$526K 0.02%
+10,593
568
$526K 0.02%
2,411
+415
569
$520K 0.02%
11,838
-852
570
$515K 0.02%
11,714
+3,869
571
$515K 0.02%
11,075
+2,071
572
$513K 0.02%
4,038
+1,114
573
$513K 0.02%
25,933
+9,889
574
$510K 0.02%
9,095
-292
575
$509K 0.02%
+20,863
21 22
23
24 25