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
$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
+$345K
3
+$261K
4
AMZN icon
Amazon
AMZN
+$220K
5
MRK icon
Merck
MRK
+$218K

Top Sells

1
+$3.23M
2
+$1.87M
3
+$1.5M
4
PLTR icon
Palantir
PLTR
+$1.2M
5
AAPL icon
Apple
AAPL
+$1.04M

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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60
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62
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