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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 | |
|---|---|---|---|---|---|---|
26
JB Hunt Transport Services
JBHT
$27.3B
| $1.54M | 0.65% |
7,271
-149
|
|
||
27
Chubb
CB
$127B
| $1.48M | 0.62% |
4,539
-1,770
|
|
||
28
Micron Technology
MU
$1.11T
| $1.47M | 0.62% |
4,353
-489
|
|
||
29
SPDR Gold MiniShares Trust
GLDM
$28.6B
| $1.45M | 0.61% |
15,658
-1,311
|
|
||
30
Bristol-Myers Squibb
BMY
$117B
| $1.41M | 0.59% |
23,217
-10,665
|
|
||
31
Broadcom
AVGO
$1.82T
| $1.4M | 0.59% |
4,519
+1,280
|
|
||
32
Walmart Inc
WMT
$963B
| $1.36M | 0.57% |
10,920
-2,368
|
|
||
33
PG&E
PCG
$37.3B
| $1.32M | 0.56% |
75,035
-38,612
|
|
||
34
SPDR Gold Trust
GLD
$139B
| $1.29M | 0.55% |
2,999
-80
|
|
||
35
Regeneron Pharmaceuticals
REGN
$64.2B
| $1.29M | 0.54% |
1,666
+27
|
|
||
36
Western Digital
WDC
$194B
| $1.25M | 0.53% |
4,604
+8
|
|
||
37
Freeport-McMoran
FCX
$98.3B
| $1.13M | 0.48% |
19,287
+278
|
|
||
38
Intel
INTC
$626B
| $1.13M | 0.48% |
25,544
-17,045
|
|
||
39
Simplify Stable Income ETF
BUCK
$439M
| $1.13M | 0.48% |
47,886
-7,418
|
|
||
40
Phillips 66
PSX
$71.9B
| $1.08M | 0.46% |
5,927
-2,221
|
|
||
41
General Motors
GM
$73.5B
| $1.01M | 0.43% |
13,558
+1,448
|
|
||
42
Ciena
CIEN
$63.1B
| $915K | 0.39% |
2,358
+1
|
|
||
43
American Electric Power
AEP
$70.3B
| $905K | 0.38% |
6,901
-944
|
|
||
44
Lockheed Martin
LMT
$125B
| $898K | 0.38% |
1,486
-267
|
|
||
|
SNDK
45
Sandisk
SNDK
$293B
| $881K | 0.37% |
1,387
-1,477
|
|
||
46
Airbnb
ABNB
$78.5B
| $843K | 0.36% |
6,678
-4,218
|
|
||
47
PepsiCo
PEP
$197B
| $839K | 0.35% |
5,405
-6,877
|
|
||
48
Ross Stores
ROST
$77B
| $825K | 0.35% |
3,808
+15
|
|
||
49
Palantir
PLTR
$307B
| $819K | 0.35% |
5,600
-5,097
|
|
||
50
Tesla
TSLA
$1.53T
| $810K | 0.34% |
2,178
-1,085
|
|