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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
176
$63.7M 0.1%
1,449,842
+21,089
177
$63.6M 0.1%
493,065
-14,282
178
$63.3M 0.1%
614,561
+15,888
179
$63M 0.1%
758,426
+11,833
180
$62.3M 0.1%
838,255
-799,007
181
$61.9M 0.1%
186,335
-3,411
182
$61.6M 0.1%
305,782
-12,112
183
$61.5M 0.1%
1,062,293
-38,468
184
$61.3M 0.1%
192,924
+9,780
185
$59.2M 0.1%
142,896
-1,196
186
$58.8M 0.1%
78
+2
187
$58.6M 0.1%
233,039
+7,391
188
$58.4M 0.09%
935,545
-23,235
189
$57.4M 0.09%
169,576
+7,525
190
$57.2M 0.09%
517,655
-16,601
191
$56.9M 0.09%
2,635,665
-15,151
192
$56.5M 0.09%
700,721
+2,302
193
$56.1M 0.09%
1,364,351
+50,958
194
$55.9M 0.09%
344,524
+16,345
195
$55.7M 0.09%
167,272
-3,187
196
$55.2M 0.09%
603,729
-996
197
$54.4M 0.09%
128,728
+11,051
198
$54.3M 0.09%
371,198
+46,137
199
$53.9M 0.09%
828,587
-23,860
200
$53.4M 0.09%
255,634
+1,818
6 7
8
9 10