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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
251
$216K 0.09%
+793
252
$215K 0.09%
+1,017
253
$214K 0.09%
+908
254
$211K 0.09%
+1,010
255
$211K 0.09%
+2,527
256
$210K 0.09%
+800
257
$210K 0.09%
+3,108
258
$210K 0.09%
+1,934
259
$204K 0.08%
+525
260
$203K 0.08%
+739
261
$203K 0.08%
+3,817
262
$203K 0.08%
+5,081
263
$202K 0.08%
+7,106
264
$202K 0.08%
+1,426
265
$153K 0.06%
+12,085
266
$136K 0.06%
+11,383
267
$121K 0.05%
+10,582
268
$116K 0.05%
+12,937
269
$109K 0.04%
+21,447
7 8 9 10
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