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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
176
$342K 0.14%
+1,189
177
$342K 0.14%
+1,964
178
$340K 0.14%
+2,640
179
$336K 0.14%
+592
180
$335K 0.14%
+6,307
181
$333K 0.14%
+4,401
182
$332K 0.14%
1,000
-1,000
183
$331K 0.14%
+423
184
$331K 0.14%
+1,184
185
$330K 0.13%
2,218
186
$327K 0.13%
+2,534
187
$324K 0.13%
+4,172
188
$320K 0.13%
+5,337
189
$317K 0.13%
+7,565
190
$312K 0.13%
+2,142
191
$311K 0.13%
+3,273
192
$311K 0.13%
+7,230
193
$309K 0.13%
+2,051
194
$308K 0.13%
+2,748
195
$304K 0.12%
+4,004
196
$301K 0.12%
+1,220
197
$299K 0.12%
+1,467
198
$296K 0.12%
+7,259
199
$292K 0.12%
+5,955
200
$289K 0.12%
+1,024
6 7
8
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