CI

Ceera Investments Portfolio holdings

AUM $327M
1-Year Est. Return 17.77%
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$4.27M
2 +$2.48M
3 +$1.33M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.29M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.13M

Top Sells

1 +$1.93M
2 +$1.69M
3 +$1.46M
4
DCBO
Docebo
DCBO
+$555K
5
META icon
Meta Platforms (Facebook)
META
+$404K

Sector Composition

1 Technology 32.51%
2 Financials 14.06%
3 Communication Services 11.75%
4 Healthcare 6.25%
5 Consumer Staples 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$91.9K 0.03%
10,219
102
$23K 0.01%
+10,000
103
-14,375
104
-104,536