CFG

Certior Financial Group Portfolio holdings

AUM $147M
1-Year Est. Return 15.62%
This Quarter Est. Return
1 Year Est. Return
+15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.49M
3
+$2.35M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.24M
5
BENJ
Horizon Landmark ETF
BENJ
+$1.59M

Top Sells

1
+$2.29M
2
+$1.47M
3
+$1.37M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.36M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.28M

Sector Composition

1 Financials 7.59%
2 Technology 6.46%
3 Healthcare 2.8%
4 Industrials 2.37%
5 Real Estate 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.31%
1,474
+5
77
$376K 0.3%
12,152
+565
78
$373K 0.3%
14,687
+231
79
$373K 0.3%
3,345
+60
80
$357K 0.29%
18,041
-3,517
81
$354K 0.29%
5,947
+105
82
$343K 0.28%
15,518
-3,898
83
$340K 0.27%
1,266
-1,165
84
$339K 0.27%
7,550
85
$337K 0.27%
6,676
-1,917
86
$334K 0.27%
1,950
+104
87
$319K 0.26%
1,645
-11,793
88
$312K 0.25%
13,207
-773
89
$311K 0.25%
7,507
+89
90
$310K 0.25%
3,450
+122
91
$305K 0.25%
2,070
+61
92
$303K 0.25%
2,133
+56
93
$292K 0.24%
1,762
94
$282K 0.23%
7,841
+146
95
$274K 0.22%
3,331
+191
96
$274K 0.22%
4,300
+385
97
$274K 0.22%
146,348
+61,363
98
$273K 0.22%
1,521
+108
99
$272K 0.22%
4,694
+413
100
$272K 0.22%
4,901
+172
2 3
4
5 6