We are live on ! Find out more
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
201
$288K 0.12%
+615
202
$285K 0.12%
1,320
203
$284K 0.12%
+1,752
204
$278K 0.11%
+963
205
$273K 0.11%
+6,416
206
$270K 0.11%
+1,144
207
$270K 0.11%
+13,647
208
$269K 0.11%
+7,912
209
$268K 0.11%
+1,193
210
$264K 0.11%
+1,846
211
$263K 0.11%
+10,017
212
$263K 0.11%
+2,196
213
$262K 0.11%
+5,065
214
$261K 0.11%
+5,935
215
$261K 0.11%
+481
216
$261K 0.11%
+382
217
$258K 0.11%
+22,652
218
$258K 0.11%
+1,212
219
$258K 0.11%
+517
220
$258K 0.11%
+9,084
221
$257K 0.11%
+12,034
222
$256K 0.1%
+15,032
223
$256K 0.1%
+975
224
$253K 0.1%
+3,046
225
$253K 0.1%
+2,986
7 8
9
10 11