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Home > Institutional Investor > Caerus Investment Advisors, Llc > Profile

Instuitional Investor - Caerus Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Caerus Investment Advisors, Llc
Portfolio Value $104,480,482
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 37,844 $16,530,259 15.82%
2.
Global X Fds
 282,035 $11,123,460 10.64%
3.
J P Morgan Exchange Traded F
 173,585 $9,543,703 9.13%
4.
Alphabet Inc.
 GOOG 64,640 $9,109,715 8.71%
5.
Spdr S & P 500 Etf Trust
 SPY 16,745 $7,959,066 7.61%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)