CIA
Concurrent Investment Advisors Portfolio holdings
AUM
$5.8B
1-Year Est. Return
20.76%
1 Year Est. Return
+20.76%
AUM
$5.8B
AUM Growth
+$640M
(+12%)
Holding
1,506
Top Buys
| 1 | +$31.3M | |
| 2 | +$24.8M | |
| 3 | +$10.7M | |
| 4 |
NVIDIA
NVDA
|
+$10.1M |
| 5 |
Apple
AAPL
|
+$9.32M |
Top Sells
| 1 | +$18.1M | |
| 2 | +$6.01M | |
| 3 | +$5.86M | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$5.82M |
| 5 |
Innovator US Equity Power Buffer ETF November
PNOV
|
+$5.54M |
Sector Composition
| 1 | Technology | 15.45% |
| 2 | Financials | 6.19% |
| 3 | Consumer Discretionary | 4.74% |
| 4 | Industrials | 3.85% |
| 5 | Communication Services | 3.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBA
1501
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-17,425
|
|
||
1502
TeraWulf
WULF
$6.18B
| – | – |
-24,705
|
|
||
1503
Invesco S&P SmallCap Momentum ETF
XSMO
$2.02B
| – | – |
-3,721
|
|
||
1504
Zoom
ZM
$25.6B
| – | – |
-2,591
|
|
||
1505
Solventum
SOLV
$15.1B
| – | – |
-2,727
|
|
||
|
AIRO
1506
AIRO Group Holdings
AIRO
$265M
| – | – |
-9,500
|
|