CI
Ceera Investments Portfolio holdings
AUM
$321M
1-Year Est. Return
7.71%
1 Year Est. Return
+7.71%
AUM
$327M
AUM Growth
+$36.2M
(+12%)
Holding
116
Top Buys
| 1 | +$5.43M | |
| 2 | +$5.41M | |
| 3 | +$3.68M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$3.6M |
| 5 |
WisdomTree US Value Fund
WTV
|
+$2.57M |
Top Sells
| 1 | +$7.51M | |
| 2 | +$6.41M | |
| 3 | +$2.47M | |
| 4 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$1.33M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.07M |
Sector Composition
| 1 | Technology | 31.63% |
| 2 | Financials | 13% |
| 3 | Communication Services | 11.05% |
| 4 | Consumer Staples | 5.39% |
| 5 | Consumer Discretionary | 3.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Broadcom
AVGO
$1.68T
| $262K | 0.08% |
+950
|
|
||
102
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $259K | 0.08% |
4,695
|
|
||
103
Palo Alto Networks
PANW
$144B
| $257K | 0.08% |
1,258
|
|
||
104
WisdomTree Cloud Computing Fund
WCLD
$330M
| $256K | 0.08% |
7,091
|
|
||
105
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $247K | 0.08% |
3,975
|
|
||
106
iShares Bitcoin Trust
IBIT
$77.6B
| $234K | 0.07% |
+3,825
|
|
||
107
Vanguard FTSE Developed Markets ETF
VEA
$183B
| $232K | 0.07% |
+4,069
|
|
||
108
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $229K | 0.07% |
3,150
|
|
||
109
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.04B
| $227K | 0.07% |
5,690
|
|
||
110
McDonald's
MCD
$219B
| $221K | 0.07% |
757
-4
|
|
||
111
Berkshire Hathaway Class B
BRK.B
$1.08T
| $208K | 0.06% |
428
|
|
||
112
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
| $207K | 0.06% |
+3,455
|
|
||
113
Exxon Mobil
XOM
$498B
| – | – |
-2,739
|
|
||
114
Coca-Cola
KO
$308B
| – | – |
-2,878
|
|
||
115
Fidelity National Information Services
FIS
$34.3B
| – | – |
-85,768
|
|
||
|
BASE
116
DELISTED
Couchbase
BASE
| – | – |
-32,920
|
|