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
251
$319K 0.03%
2,498
-937
252
$319K 0.03%
+1,800
253
$319K 0.03%
3,256
+896
254
$319K 0.03%
701
-177
255
$315K 0.03%
53,549
256
$313K 0.03%
3,910
+837
257
$308K 0.03%
707
-21
258
$307K 0.03%
+12,600
259
$305K 0.03%
+2,189
260
$304K 0.03%
1,191
-19
261
$302K 0.03%
3,896
-1,689
262
$301K 0.03%
1,792
-42
263
$301K 0.03%
871
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264
$300K 0.03%
3,333
-835
265
$299K 0.03%
508
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266
$298K 0.03%
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267
$298K 0.03%
8,428
268
$297K 0.03%
152
269
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+1,907
270
$296K 0.03%
1,333
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271
$295K 0.03%
2,581
-1,472
272
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790
+13
273
$294K 0.03%
+8,500
274
$293K 0.03%
431
+28
275
$293K 0.03%
1,119
+18
9 10
11
12 13