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
$2.11B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1 +$80.5M
2 +$73.9M
3 +$49.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$45M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$39.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.85%
2 Financials 6.37%
3 Consumer Discretionary 5.01%
4 Healthcare 4.4%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$12.2K ﹤0.01%
+1,750
827
$6.83K ﹤0.01%
+10,893
828
$6.73K ﹤0.01%
+590