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
$158M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.29M
3
+$1.08M
4
PYPL icon
PayPal
PYPL
+$952K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$762K

Top Sells

1
+$3.46M
2
+$1.8M
3
+$1.41M
4
VNT icon
Vontier
VNT
+$1.37M
5
TWTR
Twitter, Inc.
TWTR
+$1.3M

Sector Composition

1 Technology 28.88%
2 Financials 13.68%
3 Communication Services 10.27%
4 Consumer Staples 7.19%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-15,345
77
– –
-170,536
78
– –
-29,750
1 2 3
4