CIA
Caerus Investment Advisors Portfolio holdings
AUM
$105M
1-Year Est. Return
7.75%
1 Year Est. Return
+7.75%
AUM
$105M
AUM Growth
+$1.18M
(+1.1%)
Holding
33
Top Buys
| 1 | +$1.37M | |
| 2 | +$256K | |
| 3 | +$217K | |
| 4 |
NVIDIA
NVDA
|
+$24.3K |
| 5 |
Apple
AAPL
|
+$12.1K |
Top Sells
| 1 | +$2.07M | |
| 2 | +$1.61M | |
| 3 | +$1.44M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.41M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$743K |
Sector Composition
| 1 | Communication Services | 13.76% |
| 2 | Technology | 5.82% |
| 3 | Financials | 1.98% |
| 4 | Consumer Discretionary | 1.41% |
| 5 | Industrials | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Old Dominion Freight Line
ODFL
$29B
| $276K | 0.26% |
1,702
-1,052
|
|
||
27
Vanguard Dividend Appreciation ETF
VIG
$98.9B
| $270K | 0.26% |
1,320
|
|
||
28
Shopify
SHOP
$231B
| $256K | 0.24% |
+2,218
|
|
||
29
T-Mobile US
TMUS
$239B
| $252K | 0.24% |
1,058
|
|
||
30
Exxon Mobil
XOM
$498B
| $232K | 0.22% |
2,148
|
|
||
31
SPDR S&P Dividend ETF
SDY
$19.9B
| $217K | 0.21% |
1,600
|
|
||
32
Carvana
CVNA
$49.1B
| $217K | 0.21% |
+643
|
|
||
33
Alibaba
BABA
$416B
| $206K | 0.2% |
1,819
|
|