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CIA
Concurrent Investment Advisors Portfolio holdings
AUM
$9.16B
1-Year Est. Return
23.33%
This Fund
S&P 500
1 Year Est. Return
+23.33%
AUM
$2.46B
AUM Growth
+$347M
(+16%)
Holding
953
Top Buys
| 1 | +$20.3M | |
| 2 | +$14.9M | |
| 3 | +$11.3M | |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$10.3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$8.52M |
Top Sells
| 1 | +$10.6M | |
| 2 | +$5.53M | |
| 3 | +$3.99M | |
| 4 |
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
|
+$3.96M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$3.29M |
Sector Composition
| 1 | Technology | 11.29% |
| 2 | Financials | 6.45% |
| 3 | Consumer Discretionary | 4.72% |
| 4 | Healthcare | 4.41% |
| 5 | Industrials | 4.01% |