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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
PDI icon
101
PIMCO Dynamic Income Fund
PDI
$7.52B
$294K 0.19%
17,197
-276
BITB icon
102
Bitwise Bitcoin ETF
BITB
$2.44B
$294K 0.19%
7,976
-33
NWG icon
103
NatWest
NWG
$66B
$292K 0.19%
+19,570
GEV icon
104
GE Vernova
GEV
$253B
$285K 0.18%
327
QQQ icon
105
Invesco QQQ Trust
QQQ
$479B
$285K 0.18%
494
-13
HSMV icon
106
First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
$32.3M
$283K 0.18%
7,830
-416
MKC icon
107
McCormick & Company Non-Voting
MKC
$13.2B
$277K 0.18%
5,485
+332
RELX icon
108
RELX
RELX
$59.4B
$275K 0.18%
8,305
+647
IAU icon
109
iShares Gold Trust
IAU
$65.4B
$275K 0.18%
3,118
+346
ACN icon
110
Accenture
ACN
$105B
$273K 0.17%
1,376
+86
JEPQ icon
111
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$264K 0.17%
+4,747
SAP icon
112
SAP
SAP
$192B
$262K 0.17%
1,528
+113
IEMG icon
113
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$250K 0.16%
+3,581
ARKK icon
114
ARK Innovation ETF
ARKK
$6.69B
$246K 0.16%
3,639
-7
GOOG icon
115
Alphabet (Google) Class C
GOOG
$4.37T
$231K 0.15%
806
-113
MDYV icon
116
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.65B
$230K 0.15%
2,696
-201
CEG icon
117
Constellation Energy
CEG
$90.6B
$228K 0.15%
818
-5
IBDR icon
118
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$226K 0.14%
9,310
ESCA icon
119
Escalade
ESCA
$257M
$221K 0.14%
12,855
+504
TCHP icon
120
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.12B
$220K 0.14%
4,969
-1,289
COIN icon
121
Coinbase
COIN
$42.1B
$210K 0.13%
1,200
-4
AVGO icon
122
Broadcom
AVGO
$1.82T
$208K 0.13%
672
-55
SCHE icon
123
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$203K 0.13%
6,156
-913
STWD icon
124
Starwood Property Trust
STWD
$6.3B
$201K 0.13%
11,667
-371
PSTL
125
Postal Realty Trust
PSTL
$661M
$190K 0.12%
+10,259
2 3 4
5
6