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
826
$224K 0.01%
+2,463
827
$224K 0.01%
1,656
+159
828
$222K 0.01%
2,137
+1
829
$222K 0.01%
+6,705
830
$221K 0.01%
+17,653
831
$221K 0.01%
+22,664
832
$220K 0.01%
21,805
-955
833
$219K 0.01%
7,929
-1,742
834
$219K 0.01%
2,520
835
$219K 0.01%
29,385
+5,129
836
$218K 0.01%
+1,228
837
$217K 0.01%
4,125
+175
838
$217K 0.01%
+9,710
839
$216K 0.01%
2,004
-23
840
$215K 0.01%
2,948
841
$215K 0.01%
+790
842
$214K 0.01%
1,966
+348
843
$213K 0.01%
+11,528
844
$213K 0.01%
+2,122
845
$213K 0.01%
+4,516
846
$213K 0.01%
+3,373
847
$212K 0.01%
4,409
+667
848
$211K 0.01%
+15,392
849
$210K 0.01%
+15,066
850
$210K 0.01%
3,294
-450
32 33
34
35 36