CIA
Caerus Investment Advisors Portfolio holdings
AUM
$300M
1-Year Est. Return
18.18%
This Fund
S&P 500
1 Year Est. Return
+18.18%
AUM
$300M
AUM Growth
+$55.2M
(+23%)
Holding
368
Top Buys
| 1 | +$10.7M | |
| 2 | +$4.91M | |
| 3 | +$2.87M | |
| 4 |
NVIDIA
NVDA
|
+$1.47M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.39M |
Top Sells
| 1 | +$1.87M | |
| 2 | +$1.72M | |
| 3 | +$1.34M | |
| 4 |
Procter & Gamble
PG
|
+$1.22M |
| 5 |
Veeva Systems
VEEV
|
+$994K |
Sector Composition
| 1 | Technology | 19.21% |
| 2 | Healthcare | 7.85% |
| 3 | Financials | 7.71% |
| 4 | Industrials | 7.71% |
| 5 | Consumer Discretionary | 7.56% |
