We are live on ! Find out more
CFG

Certior Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 12.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$2.64M
3
+$1.41M
4
MSTR icon
Strategy Inc
MSTR
+$1.27M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.01M

Top Sells

1
+$4.53M
2
+$3.71M
3
+$1.74M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.73M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.1M

Sector Composition

1 Technology 6.21%
2 Financials 3.94%
3 Industrials 2.4%
4 Healthcare 2.12%
5 Consumer Discretionary 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGGR icon
51
Capital Group Growth ETF
CGGR
$23.4B
$612K 0.39%
15,224
-3,161
ED icon
52
Consolidated Edison
ED
$39.7B
$553K 0.35%
4,887
+7
GILD icon
53
Gilead Sciences
GILD
$156B
$548K 0.35%
3,935
+41
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.06T
$541K 0.34%
1,130
-33
ABBV icon
55
AbbVie
ABBV
$402B
$539K 0.34%
2,479
+87
ECL icon
56
Ecolab
ECL
$74.7B
$523K 0.33%
1,965
OKE icon
57
Oneok
OKE
$57.1B
$517K 0.33%
5,717
+246
NVS icon
58
Novartis
NVS
$292B
$510K 0.33%
3,342
+21
SNA icon
59
Snap-on
SNA
$20.1B
$493K 0.31%
1,358
+42
AMZN icon
60
Amazon
AMZN
$2.57T
$489K 0.31%
2,350
-74
WEC icon
61
WEC Energy
WEC
$37B
$484K 0.31%
4,177
+134
TSM icon
62
TSMC
TSM
$2.2T
$480K 0.31%
1,420
+50
MCD icon
63
McDonald's
MCD
$202B
$476K 0.3%
1,530
+71
APD icon
64
Air Products & Chemicals
APD
$62.7B
$475K 0.3%
1,636
+74
FEGE
65
First Eagle Global Equity ETF
FEGE
$1.97B
$472K 0.3%
+10,048
TXN icon
66
Texas Instruments
TXN
$274B
$455K 0.29%
2,343
+74
CME icon
67
CME Group
CME
$97.4B
$454K 0.29%
+1,537
HD icon
68
Home Depot
HD
$327B
$452K 0.29%
1,374
+54
TRI icon
69
Thomson Reuters
TRI
$35.5B
$449K 0.29%
+4,908
SCHF icon
70
Schwab International Equity ETF
SCHF
$66.2B
$445K 0.28%
17,970
-1,762
NVDA icon
71
NVIDIA
NVDA
$4.97T
$444K 0.28%
2,547
-141
TSLA icon
72
Tesla
TSLA
$1.53T
$441K 0.28%
1,187
-138
VIG icon
73
Vanguard Dividend Appreciation ETF
VIG
$109B
$419K 0.27%
1,946
+26
WSO icon
74
Watsco Inc
WSO
$15.7B
$406K 0.26%
1,115
+54
BTI icon
75
British American Tobacco
BTI
$135B
$405K 0.26%
6,932
+191
1 2
3
4 5