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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
201
$53.3M 0.09%
86,748
+10,454
202
$53M 0.09%
1,579,838
+339,495
203
$52.7M 0.09%
175,300
-2,151
204
$52M 0.08%
651,511
-6,948
205
$51.1M 0.08%
870,659
+31,328
206
$50.3M 0.08%
629,833
-21,569
207
$50.2M 0.08%
165,873
-20,155
208
$50.1M 0.08%
339,738
+8,024
209
$50M 0.08%
452,834
+50,093
210
$49.9M 0.08%
1,157,588
+1,114,989
211
$49.3M 0.08%
1,019,410
+278,980
212
$48.1M 0.08%
239,536
+18,268
213
$48M 0.08%
348,904
+12,544
214
$47.9M 0.08%
339,974
+9,922
215
$47.8M 0.08%
498,874
-32,493
216
$47.6M 0.08%
192,558
-14,191
217
$46.7M 0.08%
643,278
+14,022
218
$46.3M 0.08%
1,467,592
+359,749
219
$45.6M 0.07%
426,875
+15,590
220
$45.4M 0.07%
1,609,583
+34,595
221
$45.3M 0.07%
357,225
+3,523
222
$44.7M 0.07%
1,359,716
+390,323
223
$44.7M 0.07%
265,280
-1,166
224
$44.3M 0.07%
1,738,649
-97,684
225
$44.3M 0.07%
364,824
+55,838
7 8
9
10 11