CIA

Caerus Investment Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 18.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.18%
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
+$8.85M
2
+$1.69M
3
+$32.5K
4
MSFT icon
Microsoft
MSFT
+$10.3K

Top Sells

1
+$5.91M
2
+$4.48M
3
+$229K
4
TSLA icon
Tesla
TSLA
+$61.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.03K

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
2