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
851
$210K 0.01%
+5,600
852
$210K 0.01%
+4,251
853
$210K 0.01%
28,094
+789
854
$209K 0.01%
1,847
+204
855
$209K 0.01%
2,184
-946
856
$208K 0.01%
+13,495
857
$207K 0.01%
9,127
-5,196
858
$207K 0.01%
+10,357
859
$207K 0.01%
+4,812
860
$204K 0.01%
423
+20
861
$204K 0.01%
+7,112
862
$202K 0.01%
10,755
-657
863
$202K 0.01%
3,634
-151
864
$201K 0.01%
+29,683
865
$200K 0.01%
+21,512
866
$198K 0.01%
+13,782
867
$198K 0.01%
30,643
-2,798
868
$197K 0.01%
28,875
+8,875
869
$196K 0.01%
+16,337
870
$195K 0.01%
14,917
-1
871
$188K 0.01%
+12,969
872
$185K 0.01%
+15,267
873
$184K 0.01%
15,849
-52
874
$183K 0.01%
13,370
875
$180K 0.01%
+10,934
33 34
35
36 37