CIA
Concurrent Investment Advisors Portfolio holdings
AUM
$8.74B
1-Year Est. Return
21.55%
This Fund
S&P 500
1 Year Est. Return
+21.55%
AUM
$5.8B
AUM Growth
+$640M
(+12%)
Holding
1,506
Top Buys
| 1 | +$28.1M | |
| 2 | +$22.4M | |
| 3 | +$10.7M | |
| 4 |
NVIDIA
NVDA
|
+$9.45M |
| 5 |
Apple
AAPL
|
+$8.46M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$5.67M | |
| 3 | +$5.66M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$5.64M |
| 5 |
Innovator US Equity Power Buffer ETF November
PNOV
|
+$5.44M |
Sector Composition
| 1 | Technology | 15.45% |
| 2 | Financials | 6.21% |
| 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 | |
|---|---|---|---|---|---|---|
1501
TeraWulf
WULF
$7.15B
| – | – |
-24,705
|
|
||
1502
Invesco S&P SmallCap Momentum ETF
XSMO
$2.34B
| – | – |
-3,721
|
|
||
1503
Zoom
ZM
$23B
| – | – |
-2,591
|
|
||
1504
Solventum
SOLV
$11.2B
| – | – |
-2,727
|
|
||
|
AIRO
1505
AIRO Group Holdings
AIRO
$295M
| – | – |
-9,500
|
|