CI

Ceera Investments Portfolio holdings

AUM $321M
1-Year Est. Return 7.71%
This Quarter Est. Return
1 Year Est. Return
+7.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$2.52M
3 +$2.42M
4
COUP
Coupa Software Incorporated
COUP
+$1.72M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.38M

Top Sells

1 +$5.11M
2 +$4.46M
3 +$3.44M
4
MNST icon
Monster Beverage
MNST
+$1.63M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.52M

Sector Composition

1 Technology 20.17%
2 Financials 11.44%
3 Communication Services 9.62%
4 Consumer Staples 8.9%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,205
77
-6,730