CI
Ceera Investments Portfolio holdings
AUM
$327M
This Quarter Return
+6.92%
1 Year Return
+17.77%
3 Year Return
+86.29%
5 Year Return
–
10 Year Return
–
AUM
$228M
AUM Growth
+$228M
(+7.5%)
Cap. Flow
+$6.91M
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
46.27%
Holding
90
New
7
Increased
20
Reduced
25
Closed
4
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$3.19M |
| 2 |
Coupang
CPNG
|
$2.87M |
| 3 |
CS Disco
LAW
|
$1.97M |
| 4 |
Similarweb
SMWB
|
$1.69M |
| 5 |
Domo
DOMO
|
$1.14M |
Top Sells
| 1 |
Elastic
ESTC
|
$2.06M |
| 2 |
SentinelOne
S
|
$2M |
| 3 |
Salesforce
CRM
|
$1.76M |
| 4 |
Paymentus
PAY
|
$1.24M |
| 5 |
Nutanix
NTNX
|
$874K |
Sector Composition
| 1 | Technology | 37.19% |
| 2 | Financials | 14.21% |
| 3 | Communication Services | 12.27% |
| 4 | Healthcare | 5.56% |
| 5 | Consumer Staples | 4.79% |
