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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
$82.6M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.87M
3
+$2.61M
4
LAZR
Luminar Technologies
LAZR
+$1.15M
5
BAC icon
Bank of America
BAC
+$1.13M

Top Sells

1
+$909K
2
+$899K
3
+$469K
4
NVDA icon
NVIDIA
NVDA
+$448K
5
META icon
Meta Platforms (Facebook)
META
+$387K

Sector Composition

1 Communication Services 18.48%
2 Technology 11.1%
3 Consumer Discretionary 10.69%
4 Financials 4.31%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$226K 0.27%
+11,911
52
$214K 0.26%
535
53
$205K 0.25%
+1,363
54
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