CI
Ceera Investments Portfolio holdings
AUM
$327M
This Quarter Return
-0.01%
1 Year Return
+17.77%
3 Year Return
+86.29%
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+3.5%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
4.29%
Top 10 Holdings %
Top 10 Hldgs %
46.16%
Holding
93
New
7
Increased
24
Reduced
26
Closed
1
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.03M |
| 2 |
Corpay
CPAY
|
$3.53M |
| 3 |
Kenvue
KVUE
|
$1.05M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1M |
| 5 |
Yelp
YELP
|
$768K |
Top Sells
| 1 |
CrowdStrike
CRWD
|
$2.83M |
| 2 |
Apple
AAPL
|
$1.68M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$424K |
| 4 |
Invesco Short Term Treasury ETF
TBLL
|
$203K |
| 5 |
3M
MMM
|
$168K |
Sector Composition
| 1 | Technology | 36.12% |
| 2 | Financials | 13.27% |
| 3 | Communication Services | 12.91% |
| 4 | Consumer Staples | 5.38% |
| 5 | Healthcare | 5.25% |
