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
$66.1M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$349K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$259K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$203K

Top Sells

1
+$3.23M
2
+$1.87M
3
+$1.5M
4
PLTR icon
Palantir
PLTR
+$1.2M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Communication Services 18.46%
2 Technology 7.53%
3 Consumer Discretionary 6.15%
4 Financials 4.69%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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