CI
Ceera Investments Portfolio holdings
AUM
$327M
This Quarter Return
+0.71%
1 Year Return
+17.77%
3 Year Return
+86.29%
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+6.2%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
6.26%
Top 10 Holdings %
Top 10 Hldgs %
45.06%
Holding
83
New
7
Increased
18
Reduced
25
Closed
4
Top Buys
| 1 |
Alkami Technology
ALKT
|
$2M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.92M |
| 3 |
SentinelOne
S
|
$1.44M |
| 4 |
American Express
AXP
|
$1.25M |
| 5 |
Semrush
SEMR
|
$911K |
Top Sells
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$283K |
| 2 |
WisdomTree Cloud Computing Fund
WCLD
|
$216K |
| 3 |
Microsoft
MSFT
|
$214K |
| 4 |
Workday
WDAY
|
$211K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$208K |
Sector Composition
| 1 | Technology | 37.33% |
| 2 | Financials | 14.69% |
| 3 | Communication Services | 12.34% |
| 4 | Healthcare | 5.91% |
| 5 | Consumer Staples | 5.47% |
