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
801
$237K 0.01%
3,928
+271
802
$236K 0.01%
1,171
+67
803
$235K 0.01%
+21,091
804
$234K 0.01%
796
+107
805
$234K 0.01%
+1,583
806
$234K 0.01%
6,324
+653
807
$234K 0.01%
+8,071
808
$233K 0.01%
4,200
809
$231K 0.01%
+5,613
810
$231K 0.01%
4,065
811
$231K 0.01%
2,245
+135
812
$231K 0.01%
5,075
-100
813
$230K 0.01%
+1,149
814
$230K 0.01%
51,070
-25,034
815
$230K 0.01%
+14,063
816
$230K 0.01%
15,377
+675
817
$229K 0.01%
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818
$228K 0.01%
+2,908
819
$227K 0.01%
4,332
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820
$227K 0.01%
+19,444
821
$227K 0.01%
+5,701
822
$225K 0.01%
+5,423
823
$225K 0.01%
+2,262
824
$224K 0.01%
+4,797
825
$224K 0.01%
+1,319
31 32
33
34 35