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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
151
$395K 0.16%
+831
152
$391K 0.16%
+1,160
153
$386K 0.16%
+5,850
154
$382K 0.16%
2,139
+320
155
$377K 0.15%
+13,840
156
$375K 0.15%
+2,330
157
$374K 0.15%
+3,156
158
$372K 0.15%
+1,875
159
$371K 0.15%
+3,086
160
$370K 0.15%
+4,002
161
$367K 0.15%
+1,959
162
$363K 0.15%
+1,932
163
$362K 0.15%
+2,237
164
$362K 0.15%
+8,131
165
$358K 0.15%
+8,427
166
$355K 0.15%
+383
167
$350K 0.14%
+9,806
168
$349K 0.14%
+1,778
169
$348K 0.14%
+2,054
170
$348K 0.14%
+8,600
171
$347K 0.14%
+2,480
172
$346K 0.14%
+4,206
173
$346K 0.14%
+1,705
174
$343K 0.14%
+13,025
175
$343K 0.14%
+1,396
5 6
7
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