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
State Street Energy Select Sector SPDR ETF
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 6.03%
4 Healthcare 4.48%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$17.7K ﹤0.01%
1,052
-149
927
$17.4K ﹤0.01%
35,275
928
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8,448
-51,205
929
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1,900
+150
930
$7.4K ﹤0.01%
+10,000
931
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+88
932
$4.71K ﹤0.01%
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933
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934
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-9,378
935
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936
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945
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947
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– –
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36 37
38
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