C
Certuity Portfolio holdings
AUM
$1.06B
1-Year Return
23.75%
This Quarter Return
-2.33%
1 Year Return
+23.75%
3 Year Return
+94.1%
5 Year Return
+148.59%
10 Year Return
–
AUM
$843M
AUM Growth
-$36.4M
(-4.1%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
47.02%
Holding
289
New
24
Increased
145
Reduced
54
Closed
26
Top Buys
| 1 |
Alibaba
BABA
|
$5.42M |
| 2 |
GE HealthCare
GEHC
|
$4.84M |
| 3 |
Tidewater
TDW
|
$4.24M |
| 4 |
Invesco QQQ Trust
QQQ
|
$4.24M |
| 5 |
Marathon Petroleum
MPC
|
$4.14M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$20.4M |
| 2 |
Citigroup
C
|
$4.96M |
| 3 |
NVIDIA
NVDA
|
$4.79M |
| 4 |
Morgan Stanley
MS
|
$4.04M |
| 5 |
Trade Desk
TTD
|
$3.08M |
Sector Composition
| 1 | Financials | 20.61% |
| 2 | Technology | 10.36% |
| 3 | Energy | 8.79% |
| 4 | Consumer Discretionary | 5.51% |
| 5 | Industrials | 5.1% |
