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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
251
$530K 0.04%
5,265
+686
252
$530K 0.04%
2,701
-68
253
$528K 0.04%
6,210
+1,398
254
$527K 0.04%
5,241
+1,498
255
$525K 0.04%
5,383
+1,314
256
$524K 0.04%
25,022
+5,958
257
$523K 0.04%
2,211
+539
258
$518K 0.04%
1,670
+343
259
$516K 0.04%
+8,552
260
$514K 0.04%
18,992
261
$513K 0.04%
6,213
+2,131
262
$510K 0.04%
+9,995
263
$509K 0.03%
2,157
+403
264
$507K 0.03%
5,325
+2,213
265
$506K 0.03%
1,025
+131
266
$500K 0.03%
+25,299
267
$499K 0.03%
+8,755
268
$499K 0.03%
6,238
+1,385
269
$498K 0.03%
+3,278
270
$498K 0.03%
+11,792
271
$491K 0.03%
455
+44
272
$490K 0.03%
6,967
+3,280
273
$485K 0.03%
+8,940
274
$485K 0.03%
7,976
+509
275
$478K 0.03%
2,107
9 10
11
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