CEROS FINANCIAL SERVICES INC.

ROCKVILLE, MD How do I update this listing?

Ceros Financial Services is based out of Rockville. Their last reported 13F filing for Q1 2019 included $315,993,000 in managed 13F securities and a top 10 holdings concentration of 71.22%. Ceros Financial Services's largest holding is iShares MSCI Emerging Index Fund with shares held of 984,421. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 1.7%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Flexible Plan Investments, LTD

Active Schedule 13D and 13G events

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