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
726
$301K 0.01%
+6,221
727
$300K 0.01%
9,800
-19,368
728
$298K 0.01%
9,650
+2,159
729
$296K 0.01%
3,119
+483
730
$296K 0.01%
15,411
+5,351
731
$296K 0.01%
+10,223
732
$295K 0.01%
+12,101
733
$295K 0.01%
+16,701
734
$293K 0.01%
602
+156
735
$293K 0.01%
4,192
-151
736
$292K 0.01%
5,395
-816
737
$292K 0.01%
2,108
-241
738
$290K 0.01%
27,274
+15,391
739
$289K 0.01%
3,153
740
$287K 0.01%
+1,026
741
$287K 0.01%
2,413
+177
742
$286K 0.01%
10,759
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743
$285K 0.01%
+4,207
744
$284K 0.01%
439
+21
745
$283K 0.01%
7,592
+572
746
$283K 0.01%
+30,802
747
$283K 0.01%
2,705
-954
748
$283K 0.01%
2,064
+94
749
$282K 0.01%
661
+167
750
$282K 0.01%
+12,261
28 29
30
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