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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
101
$551K 0.23%
+1,361
102
$551K 0.23%
+5,451
103
$545K 0.22%
+2,659
104
$542K 0.22%
+1,928
105
$539K 0.22%
+9,958
106
$538K 0.22%
+9,560
107
$536K 0.22%
+3,211
108
$531K 0.22%
+2,144
109
$513K 0.21%
+13,625
110
$511K 0.21%
+9,415
111
$508K 0.21%
+5,079
112
$500K 0.2%
+5,922
113
$497K 0.2%
+1,176
114
$490K 0.2%
+14,611
115
$490K 0.2%
+592
116
$490K 0.2%
+6,994
117
$482K 0.2%
+2,137
118
$482K 0.2%
+2,517
119
$480K 0.2%
1,406
+122
120
$477K 0.2%
+3,900
121
$476K 0.19%
+2,532
122
$476K 0.19%
+3,122
123
$474K 0.19%
+2,559
124
$474K 0.19%
+4,246
125
$464K 0.19%
+3,186
3 4
5
6 7