We are live on ! Find out more
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
2851
– –
-13,478
2852
– –
-10,335
2853
– –
-7,930
2854
– –
-2,103
2855
– –
-2,006
2856
– –
-10,498
2857
– –
-13,827
2858
– –
-9,432
2859
– –
-425
2860
– –
-10,022
2861
– –
-10,137
2862
– –
-2,929
2863
– –
-49,609
2864
– –
-5,633
2865
– –
-11,050
2866
– –
-6,550
2867
– –
-11,389
2868
– –
-10,203
2869
– –
-10,093
2870
– –
-6,605
2871
– –
-25,929
2872
– –
-17,578
2873
– –
-1,900
2874
– –
-5,491
2875
– –
-8,925
112 113 114
115
116