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CIA

Caerus Investment Advisors Portfolio holdings

AUM $237M
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.35M
3
+$1.88M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
5
PG icon
Procter & Gamble
PG
+$1.54M

Top Sells

1
+$4.87M
2
+$369K
3
+$318K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$305K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$4.44K

Sector Composition

1 Technology 17.02%
2 Communication Services 8.42%
3 Financials 7.69%
4 Consumer Discretionary 6.65%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$252K 0.1%
+1,369
227
$252K 0.1%
+2,063
228
$251K 0.1%
+1,326
229
$249K 0.1%
+2,459
230
$248K 0.1%
+1,560
231
$248K 0.1%
+1,079
232
$247K 0.1%
+2,532
233
$247K 0.1%
+10,763
234
$247K 0.1%
+2,227
235
$244K 0.1%
+1,014
236
$243K 0.1%
+7,911
237
$243K 0.1%
3,215
238
$242K 0.1%
+2,224
239
$239K 0.1%
+8,339
240
$236K 0.1%
1,673
-29
241
$235K 0.1%
+2,856
242
$232K 0.1%
+3,651
243
$229K 0.09%
+2,510
244
$229K 0.09%
+1,204
245
$227K 0.09%
+1,877
246
$226K 0.09%
+1,053
247
$224K 0.09%
1,600
248
$221K 0.09%
+290
249
$220K 0.09%
+4,098
250
$220K 0.09%
+2,624
7 8 9
10
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