We are live on
!
Find out more
CPO
Cerity Partners OCIO Portfolio holdings
AUM
$1.67B
1-Year Est. Return
13.22%
This Fund
S&P 500
1 Year Est. Return
+13.22%
AUM
$1.1B
AUM Growth
+$103M
(+10%)
Holding
224
Top Buys
| 1 | +$9.42M | |
| 2 | +$8.52M | |
| 3 | +$7.12M | |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$4.67M |
| 5 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
+$4.23M |
Top Sells
| 1 | +$10.7M | |
| 2 | +$3.57M | |
| 3 | +$1.96M | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$1.56M |
| 5 |
State Street SPDR Dow Jones Global Real Estate ETF
RWO
|
+$1.31M |
Sector Composition
| 1 | Industrials | 2.89% |
| 2 | Consumer Staples | 2.3% |
| 3 | Utilities | 1.9% |
| 4 | Technology | 1.54% |
| 5 | Consumer Discretionary | 1.22% |