Cerity Partners Portfolio holdings
AUM
$61.7B
1-Year Est. Return
18.91%
1 Year Est. Return
+18.91%
AUM
$36.9B
AUM Growth
-$1.01B
(-2.7%)
Holding
2,447
Top Buys
| 1 | +$159M | |
| 2 | +$101M | |
| 3 | +$89.1M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$81.4M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$72.4M |
Top Sells
| 1 | +$968M | |
| 2 | +$113M | |
| 3 | +$89.5M | |
| 4 |
Apple
AAPL
|
+$78.4M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$66.8M |
Sector Composition
| 1 | Technology | 16.32% |
| 2 | Financials | 7.53% |
| 3 | Healthcare | 7.45% |
| 4 | Consumer Staples | 5.64% |
| 5 | Consumer Discretionary | 4.92% |