C

Certuity Portfolio holdings

AUM $1.06B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$430M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.42M
3
+$1.75M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.65M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.41M

Top Sells

1
+$1.32M
2
+$547K
3
+$508K
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$504K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$495K

Sector Composition

1 Technology 16.17%
2 Financials 5.54%
3 Communication Services 4.84%
4 Consumer Discretionary 4.12%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$262K 0.06%
3,807
-719
252
$260K 0.06%
3,172
+30
253
$259K 0.06%
4,636
+38
254
$257K 0.06%
3,832
-62
255
$256K 0.06%
4,365
+111
256
$255K 0.06%
+14,713
257
$255K 0.06%
+983
258
$255K 0.06%
13,795
-70
259
$254K 0.06%
4,216
260
$254K 0.06%
1,047
-744
261
$254K 0.06%
671
+31
262
$254K 0.06%
700
263
$251K 0.06%
9,741
264
$250K 0.06%
+2,576
265
$250K 0.06%
2,270
+718
266
$248K 0.06%
5,826
267
$247K 0.06%
3,990
+150
268
$245K 0.06%
+10,765
269
$244K 0.06%
+7,650
270
$244K 0.06%
1,538
271
$244K 0.06%
+7,020
272
$243K 0.06%
+2,570
273
$242K 0.06%
1,312
+55
274
$241K 0.06%
+334
275
$239K 0.06%
+2,049
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