CIA
Concurrent Investment Advisors Portfolio holdings
AUM
$5.15B
1-Year Return
18.99%
This Quarter Return
+3.34%
1 Year Return
+18.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.03B
AUM Growth
+$567M
(+23%)
Cap. Flow
+$504M
Cap. Flow
% of AUM
16.65%
Top 10 Holdings %
Top 10 Hldgs %
21.81%
Holding
1,020
New
153
Increased
565
Reduced
170
Closed
87
Top Buys
| 1 |
Dutch Bros
BROS
|
+$45.9M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$30.6M |
| 3 |
Microsoft
MSFT
|
+$18.7M |
| 4 |
Apple
AAPL
|
+$18.6M |
| 5 |
NVIDIA
NVDA
|
+$13.4M |
Top Sells
Sector Composition
| 1 | Technology | 13.19% |
| 2 | Consumer Discretionary | 6.53% |
| 3 | Financials | 6% |
| 4 | Healthcare | 4.47% |
| 5 | Industrials | 3.9% |
