C

Certuity Portfolio holdings

AUM $1.46B
1-Year Est. Return 30.43%
This Quarter Est. Return
1 Year Est. Return
+30.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$953M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$13.4M
3
+$11M
4
UBER icon
Uber
UBER
+$4.8M
5
MU icon
Micron Technology
MU
+$4.41M

Top Sells

1
+$14M
2
+$8.87M
3
+$7.61M
4
GEV icon
GE Vernova
GEV
+$5.34M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Financials 27.65%
2 Technology 17.21%
3 Industrials 7.68%
4 Communication Services 5.93%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$377K 0.04%
2,557
-755
227
$375K 0.04%
2,793
-1,614
228
$370K 0.04%
9,204
+4,000
229
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4,404
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230
$368K 0.04%
849
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231
$349K 0.04%
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232
$347K 0.04%
4,268
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233
$346K 0.04%
1,128
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234
$345K 0.04%
13,604
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235
$343K 0.04%
1,232
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236
$342K 0.04%
3,483
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237
$336K 0.04%
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238
$334K 0.04%
4,214
239
$334K 0.04%
4,514
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240
$334K 0.04%
3,637
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241
$334K 0.04%
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242
$334K 0.04%
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243
$331K 0.03%
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244
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2,863
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245
$330K 0.03%
2,233
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246
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2,893
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247
$323K 0.03%
737
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248
$322K 0.03%
4,376
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249
$320K 0.03%
1,262
+77
250
$320K 0.03%
1,356
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8 9
10
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