Cerity Partners
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Cerity Partners’s Clear Secure YOU Stock Holding History

Cerity Partners’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.98M Buy
359,684
+50,607
+16% +$1.4M 0.02% 540
2025
Q1 		$8.01M Sell
309,077
-36,060
-10% -$934K 0.02% 565
2024
Q4 		$9.21M Buy
345,137
+324,314
+1,557% +$8.66M 0.02% 501
2024
Q3 		$690K Buy
+20,823
New +$690K ﹤0.01% 1605