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
$88.4M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$988K
3
+$929K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$836K
5
MCK icon
McKesson
MCK
+$513K

Top Sells

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
+$1.52M

Sector Composition

1 Communication Services 18.43%
2 Technology 7.47%
3 Consumer Discretionary 5.57%
4 Financials 2.76%
5 Industrials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,276
52
– –
-6,201
53
– –
-2,090
54
– –
-3,077
1 2
3