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C

Certuity Portfolio holdings

AUM $1.52B
1-Year Est. Return 37.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.02M
3
+$7.46M
4
C icon
Citigroup
C
+$6.1M
5
BABA icon
Alibaba
BABA
+$3.88M

Top Sells

1
+$15M
2
+$4.14M
3
+$3.74M
4
BNO icon
United States Brent Oil Fund
BNO
+$3.18M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.02M

Sector Composition

1 Financials 19.2%
2 Technology 9.68%
3 Energy 8.74%
4 Industrials 5.53%
5 Consumer Discretionary 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-5,250
227
– –
-6,421
228
– –
-112,525
229
– –
-9,129
230
– –
-1,788
231
– –
-2,120
232
– –
-14,237
233
– –
-3,696
234
– –
-1,791
235
– –
-2,936
236
– –
-13,615
237
– –
-11,588
238
– –
-2,106
239
– –
-14,482
6 7 8 9
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