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Home > Institutional Investor > Concurrent Investment Advisors, Llc > Profile

Instuitional Investor - Concurrent Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Concurrent Investment Advisors, Llc
Portfolio Value $3,714,349,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 508,554 $123,361,369 3.32%
2.
Spdr S & P 500 Etf Trust
 SPY 175,055 $102,596,445 2.76%
3.
Vanguard Index Fds
 186,157 $100,303,183 2.7%
4.
Nvidia Corp
 NVDA 603,541 $81,049,540 2.18%
5.
Microsoft Corp
 MSFT 187,463 $79,015,692 2.12%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)