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CIA
Caerus Investment Advisors Portfolio holdings
AUM
$237M
1-Year Est. Return
27.37%
This Fund
S&P 500
1 Year Est. Return
+27.37%
AUM
$237M
AUM Growth
-$62.7M
(-21%)
Holding
379
Top Buys
| 1 | +$1.82M | |
| 2 | +$788K | |
| 3 | +$721K | |
| 4 |
Pinnacle Financial Partners Inc
PNFP
|
+$630K |
| 5 |
Fidelity National Information Services
FIS
|
+$503K |
Top Sells
| 1 | +$2.74M | |
| 2 | +$2.09M | |
| 3 | +$1.24M | |
| 4 |
Accenture
ACN
|
+$1.15M |
| 5 |
Las Vegas Sands
LVS
|
+$1.1M |
Sector Composition
| 1 | Technology | 14.98% |
| 2 | Communication Services | 8.31% |
| 3 | Industrials | 8.13% |
| 4 | Healthcare | 6.11% |
| 5 | Consumer Discretionary | 5.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Playtika
PLTK
$1.2B
| – | – |
-12,083
|
|
||
|
P
377
Everpure Inc
P
$24B
| – | – |
-3,317
|
|
||
378
Roblox
RBLX
$31B
| – | – |
-3,703
|
|
||
379
Reinsurance Group of America
RGA
$13.8B
| – | – |
-2,041
|
|