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
676
$355K 0.01%
2,841
+632
677
$354K 0.01%
9,560
678
$354K 0.01%
5,208
+2,323
679
$353K 0.01%
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680
$352K 0.01%
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-1
681
$348K 0.01%
+3,614
682
$347K 0.01%
6,942
-5,367
683
$346K 0.01%
9,502
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684
$346K 0.01%
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-258
685
$345K 0.01%
1,280
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686
$345K 0.01%
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687
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1,695
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688
$342K 0.01%
8,461
-684
689
$339K 0.01%
+4,371
690
$339K 0.01%
+3,795
691
$339K 0.01%
+13,870
692
$339K 0.01%
2,805
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693
$338K 0.01%
3,710
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694
$338K 0.01%
9,765
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695
$337K 0.01%
27,443
-1,850
696
$337K 0.01%
15,162
697
$337K 0.01%
+10,077
698
$335K 0.01%
+15,081
699
$334K 0.01%
7,520
+881
700
$334K 0.01%
5,019
+973
26 27
28
29 30