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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
$1.46B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$161M
3
+$120M
4
OMF icon
OneMain Financial
OMF
+$59.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$53.4M

Top Sells

1
+$724K
2
+$656K
3
+$503K
4
AMZN icon
Amazon
AMZN
+$354K
5
KVUE icon
Kenvue
KVUE
+$271K

Sector Composition

1 Financials 27.37%
2 Technology 18.18%
3 Industrials 7.56%
4 Communication Services 5.55%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$610K 0.04%
2,115
+90
227
$601K 0.04%
+7,233
228
$601K 0.04%
25,000
+22,385
229
$593K 0.04%
1,687
+259
230
$589K 0.04%
618
+193
231
$588K 0.04%
957
+145
232
$584K 0.04%
1,897
+907
233
$583K 0.04%
4,478
234
$583K 0.04%
+3,478
235
$581K 0.04%
4,394
+1,582
236
$576K 0.04%
6,081
+1,362
237
$575K 0.04%
3,449
+862
238
$570K 0.04%
1,867
+707
239
$570K 0.04%
13,602
+8,628
240
$569K 0.04%
2,639
241
$566K 0.04%
18,030
242
$563K 0.04%
21,379
+5
243
$562K 0.04%
3,291
+507
244
$557K 0.04%
2,807
+1,561
245
$556K 0.04%
7,981
+1,148
246
$545K 0.04%
1,092
+224
247
$545K 0.04%
2,482
+383
248
$542K 0.04%
4,398
+1,176
249
$542K 0.04%
5,278
+909
250
$534K 0.04%
7,962
+574
8 9
10
11 12