We are live on
!
Find out more
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
$3.69B
AUM Growth
+$321M
(+9.5%)
Holding
1,110
Top Buys
| 1 | +$46.7M | |
| 2 | +$34.5M | |
| 3 | +$15.3M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$12M |
| 5 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$11.1M |
Top Sells
| 1 | +$13.6M | |
| 2 | +$10.5M | |
| 3 | +$9.9M | |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$6.02M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$5.26M |
Sector Composition
| 1 | Technology | 13.36% |
| 2 | Consumer Discretionary | 6.18% |
| 3 | Financials | 6.18% |
| 4 | Industrials | 3.79% |
| 5 | Healthcare | 3.59% |