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
751
$282K 0.01%
42,252
752
$282K 0.01%
5,542
+2,221
753
$281K 0.01%
6,797
-195
754
$281K 0.01%
+626
755
$279K 0.01%
6,835
-1,265
756
$279K 0.01%
15,000
757
$279K 0.01%
27,024
+2,586
758
$277K 0.01%
1,839
+42
759
$277K 0.01%
2,544
-527
760
$275K 0.01%
1,548
+160
761
$273K 0.01%
+12,513
762
$272K 0.01%
990
+44
763
$272K 0.01%
1,846
+51
764
$272K 0.01%
8,164
+1,070
765
$272K 0.01%
1,612
-11
766
$271K 0.01%
+2,627
767
$270K 0.01%
1,754
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768
$269K 0.01%
+4,086
769
$268K 0.01%
1,043
+157
770
$267K 0.01%
+32,501
771
$267K 0.01%
19,906
+5,054
772
$265K 0.01%
2,359
+376
773
$265K 0.01%
23,114
-530
774
$263K 0.01%
1,055
-70
775
$261K 0.01%
5,588
+1,130
29 30
31
32 33