Portfolio (Quarterly)
Guide ↗
CEERA INVESTMENTS, LLC
· CIK 0001860698| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IOVA | IOVANCE BIOTHERAPEUTICS INC | Healthcare | 12,465.0 | $52K | 0.02% | NEW | — | $4.16 | +111.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.3%
Financial Services
18.2%
Communication Services
15.4%
Consumer Defensive
10.8%
Healthcare
10.4%
Industrials
6.9%
Consumer Cyclical
5.1%
Energy
1.7%
Utilities
0.2%