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
$105M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$1.72M
3
+$33.4K
4
MSFT icon
Microsoft
MSFT
+$10.3K

Top Sells

1
+$6.06M
2
+$4.64M
3
+$238K
4
TSLA icon
Tesla
TSLA
+$70.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.98K

Sector Composition

1 Communication Services 12.49%
2 Technology 5.66%
3 Consumer Discretionary 2.35%
4 Financials 1.86%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$261K 0.25%
1,320
27
$241K 0.23%
2,056
28
$239K 0.23%
1,133
29
$227K 0.22%
1,600
30
$164K 0.16%
12,126
-3
1
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