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
$86.8M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.09M
3
+$2.14M
4
PLTR icon
Palantir
PLTR
+$2.11M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.58M

Top Sells

1
+$989K
2
+$361K
3
+$345K
4
KO icon
Coca-Cola
KO
+$245K
5
V icon
Visa
V
+$225K

Sector Composition

1 Communication Services 16.47%
2 Technology 8.94%
3 Consumer Discretionary 8.46%
4 Financials 3.29%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,847
52
– –
-1,338
53
– –
-1,600
54
– –
-8,767
1 2
3