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CIA

Caerus Investment Advisors Portfolio holdings

AUM $237M
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.35M
3
+$1.88M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
5
PG icon
Procter & Gamble
PG
+$1.54M

Top Sells

1
+$4.87M
2
+$369K
3
+$318K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$305K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$4.44K

Sector Composition

1 Technology 17.02%
2 Communication Services 8.42%
3 Financials 7.69%
4 Consumer Discretionary 6.65%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.54%
+15,622
27
$1.28M 0.52%
+2,880
28
$1.27M 0.52%
+9,188
29
$1.27M 0.52%
+3,592
30
$1.22M 0.5%
+80,902
31
$1.17M 0.48%
+41,222
32
$1.14M 0.47%
+3,806
33
$1.12M 0.46%
+3,998
34
$1.09M 0.44%
+3,185
35
$1.08M 0.44%
+5,071
36
$1.08M 0.44%
+8,897
37
$1.07M 0.44%
+8,005
38
$1.01M 0.42%
42,523
-15,537
39
$1M 0.41%
+9,721
40
$994K 0.41%
+3,335
41
$985K 0.4%
+3,287
42
$982K 0.4%
+2,978
43
$971K 0.4%
+2,732
44
$920K 0.38%
+11,157
45
$908K 0.37%
+3,852
46
$895K 0.37%
+4,208
47
$887K 0.36%
+16,053
48
$882K 0.36%
+7,837
49
$855K 0.35%
+11,495
50
$845K 0.35%
+21,410
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