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
776
$260K 0.01%
12,787
777
$257K 0.01%
431
+50
778
$256K 0.01%
+3,429
779
$256K 0.01%
4,888
-32
780
$255K 0.01%
+5,117
781
$255K 0.01%
3,078
+35
782
$254K 0.01%
+8,785
783
$252K 0.01%
+5,342
784
$252K 0.01%
+2,826
785
$251K 0.01%
+4,750
786
$249K 0.01%
12,499
787
$249K 0.01%
+1,786
788
$249K 0.01%
24,025
+3,490
789
$247K 0.01%
1,204
+212
790
$247K 0.01%
19,158
791
$247K 0.01%
+4,574
792
$246K 0.01%
+939
793
$244K 0.01%
+1,419
794
$244K 0.01%
3,102
-2,256
795
$243K 0.01%
+2,037
796
$243K 0.01%
3,283
+47
797
$240K 0.01%
38,347
+19,861
798
$238K 0.01%
+7,873
799
$238K 0.01%
+4,585
800
$238K 0.01%
+2,281
30 31
32
33 34