C

Certuity Portfolio holdings

AUM $1.59B
1-Year Est. Return 36.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$2.14M
3
+$1.62M
4
MSFT icon
Microsoft
MSFT
+$1.52M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$948K

Top Sells

1
+$2.18M
2
+$1.43M
3
+$1.29M
4
AAPL icon
Apple
AAPL
+$1.13M
5
MET icon
MetLife
MET
+$1.07M

Sector Composition

1 Energy 9.89%
2 Technology 8.59%
3 Healthcare 3.52%
4 Consumer Discretionary 3.21%
5 Financials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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240
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6 7 8 9
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