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Cerity Partners

Cerity Partners Portfolio holdings

AUM $70.5B
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.7B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$99.4M
3
+$81.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$69.6M

Top Sells

1
+$61.6M
2
+$60.8M
3
+$58.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$38.5M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$23.5M

Sector Composition

1 Technology 18.63%
2 Financials 8.07%
3 Healthcare 5.98%
4 Industrials 5.03%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$20.8K ﹤0.01%
+10,769
2727
$19.4K ﹤0.01%
20,000
2728
$18.2K ﹤0.01%
+10,381
2729
$17.1K ﹤0.01%
18,173
2730
$16.9K ﹤0.01%
+10,222
2731
$14.4K ﹤0.01%
+10,218
2732
$14K ﹤0.01%
10,000
2733
$13.2K ﹤0.01%
+13,751
2734
$12.6K ﹤0.01%
18,100
2735
$10.2K ﹤0.01%
16,803
-12,440
2736
$8.28K ﹤0.01%
+20,101
2737
$7.4K ﹤0.01%
18,502
-36,883
2738
$5K ﹤0.01%
10,000
2739
$247 ﹤0.01%
+13,020
2740
– –
-8,013
2741
– –
-10,031
2742
– –
-9,211
2743
– –
-12,607
2744
– –
-18,000
2745
– –
-166,571
2746
– –
-10,065
2747
– –
-24,664
2748
– –
-897
2749
– –
-17,033
2750
– –
-23,424
108 109
110
111 112