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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
$244M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.35M
3
+$1.88M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
5
PG icon
Procter & Gamble
PG
+$1.54M

Top Sells

1
+$4.87M
2
+$369K
3
+$318K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$305K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$4.44K

Sector Composition

1 Technology 17.02%
2 Communication Services 8.42%
3 Financials 7.69%
4 Consumer Discretionary 6.65%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$663K 0.27%
+7,817
77
$662K 0.27%
+6,522
78
$659K 0.27%
+10,405
79
$655K 0.27%
+5,296
80
$654K 0.27%
+4,526
81
$652K 0.27%
+1,061
82
$652K 0.27%
+18,469
83
$640K 0.26%
+2,594
84
$636K 0.26%
+6,674
85
$629K 0.26%
+15,581
86
$627K 0.26%
+16,880
87
$623K 0.26%
+17,777
88
$621K 0.25%
+13,777
89
$615K 0.25%
+6,138
90
$610K 0.25%
+6,501
91
$593K 0.24%
+5,742
92
$589K 0.24%
+1,794
93
$576K 0.24%
+1,669
94
$576K 0.24%
+4,065
95
$572K 0.23%
+5,055
96
$569K 0.23%
+65,302
97
$561K 0.23%
+6,650
98
$558K 0.23%
+16,107
99
$557K 0.23%
+2,263
100
$556K 0.23%
4,640
+1,830
2 3
4
5 6