CIA

Caerus Investment Advisors Portfolio holdings

AUM $105M
1-Year Est. Return 7.75%
This Quarter Est. Return
1 Year Est. Return
+7.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$25.9K
3
+$10.7K
4
AAPL icon
Apple
AAPL
+$9.27K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$812

Top Sells

1
+$1.74M
2
+$1.57M
3
+$816K
4
FSLR icon
First Solar
FSLR
+$506K
5
FDX icon
FedEx
FDX
+$374K

Sector Composition

1 Communication Services 14.01%
2 Technology 5.48%
3 Consumer Discretionary 2.28%
4 Financials 1.72%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$241K 0.24%
1,320
27
$240K 0.23%
475
28
$237K 0.23%
2,056
+93
29
$229K 0.22%
1,133
30
$203K 0.2%
1,600
31
– –
-1,290
32
– –
-3,000
33
– –
-2,000
34
– –
-2,610
1
2