CIA
Concurrent Investment Advisors Portfolio holdings
AUM
$8.74B
1-Year Est. Return
21.54%
This Fund
S&P 500
1 Year Est. Return
+21.54%
AUM
$8.74B
AUM Growth
+$2.94B
(+51%)
Holding
1,763
Top Buys
| 1 | +$157M | |
| 2 | +$114M | |
| 3 | +$91.2M | |
| 4 |
Microsoft
MSFT
|
+$66.5M |
| 5 |
Amazon
AMZN
|
+$52.4M |
Top Sells
| 1 | +$39.2M | |
| 2 | +$9.52M | |
| 3 | +$7.13M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$6.64M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$5.62M |
Sector Composition
| 1 | Technology | 16.64% |
| 2 | Financials | 7.11% |
| 3 | Consumer Discretionary | 4.83% |
| 4 | Communication Services | 4.56% |
| 5 | Industrials | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1751
VanEck Vietnam ETF
VNM
$617M
| – | – |
-23,129
|
|
||
1752
Wendy's
WEN
$1.43B
| – | – |
-119,756
|
|
||
1753
WisdomTree Managed Futures Strategy Fund
WTMF
$212M
| – | – |
-8,600
|
|
||
1754
State Street SPDR S&P Pharmaceuticals ETF
XPH
$318M
| – | – |
-8,097
|
|
||
1755
Zscaler
ZS
$24.7B
| – | – |
-5,143
|
|
||
|
NEWZ
1756
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ
$18.8M
| – | – |
-8,316
|
|
||
|
GRAL
1757
GRAIL Inc
GRAL
$2.06B
| – | – |
-13,022
|
|
||
|
EXE
1758
Expand Energy Corp
EXE
$26B
| – | – |
-2,553
|
|
||
|
EUAD
1759
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.4B
| – | – |
-5,480
|
|
||
|
WTPI
1760
WisdomTree Equity Premium Income Fund
WTPI
$440M
| – | – |
-6,178
|
|
||
|
MNTN
1761
MNTN Inc
MNTN
$697M
| – | – |
-36,500
|
|
||
|
LHAI
1762
Linkhome Holdings
LHAI
$20.8M
| – | – |
-16,140
|
|