CPO
Cerity Partners OCIO Portfolio holdings
AUM
$1.81B
1-Year Est. Return
13.63%
This Fund
S&P 500
1 Year Est. Return
+13.63%
AUM
$1.96B
AUM Growth
+$157M
(+8.7%)
Holding
26
Top Buys
| 1 | +$57.3M | |
| 2 | +$18.9M | |
| 3 | +$7.47M | |
| 4 |
iShares MBS ETF
MBB
|
+$5.04M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.94M |
Top Sells
| 1 | +$11.5M | |
| 2 | +$6.84M | |
| 3 | +$4.94M | |
| 4 |
Nuveen ESG Emerging Markets Equity ETF
NUEM
|
+$3.08M |
| 5 |
SPDR Gold Trust
GLD
|
+$2.17M |
Sector Composition
| 1 | Energy | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Total Stock Market ETF
VTI
$577B
| – | – |
-16,250
|
|