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
876
$178K 0.01%
29,503
+17,803
877
$177K 0.01%
24,624
878
$176K 0.01%
+35,283
879
$174K 0.01%
16,848
-906
880
$171K 0.01%
31,847
-2,353
881
$171K 0.01%
12,706
882
$167K 0.01%
42,394
+8,594
883
$167K 0.01%
15,634
884
$167K 0.01%
26,919
-971
885
$166K 0.01%
13,312
+663
886
$158K 0.01%
15,291
887
$155K 0.01%
15,110
888
$153K 0.01%
+10,250
889
$151K 0.01%
10,356
+27
890
$149K ﹤0.01%
+15,247
891
$149K ﹤0.01%
12,495
892
$147K ﹤0.01%
15,243
893
$146K ﹤0.01%
12,619
-1,786
894
$145K ﹤0.01%
20,760
895
$143K ﹤0.01%
21,849
+312
896
$143K ﹤0.01%
3,125
897
$143K ﹤0.01%
10,559
-3,659
898
$140K ﹤0.01%
16,906
+1,635
899
$138K ﹤0.01%
32,838
+12,603
900
$135K ﹤0.01%
+11,395
34 35
36
37 38