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
276
$238K 0.05%
+2,009
277
$236K 0.05%
4,953
-2,668
278
$235K 0.05%
+809
279
$234K 0.05%
+2,295
280
$234K 0.05%
+421
281
$233K 0.05%
13,428
282
$233K 0.05%
1,155
-23
283
$232K 0.05%
4,578
+2
284
$232K 0.05%
3,496
-17
285
$230K 0.05%
2,802
+38
286
$230K 0.05%
+1,188
287
$229K 0.05%
+818
288
$227K 0.05%
+3,971
289
$226K 0.05%
4,957
290
$224K 0.05%
+12,023
291
$223K 0.05%
+3,667
292
$222K 0.05%
+642
293
$220K 0.05%
+4,250
294
$220K 0.05%
+7,000
295
$220K 0.05%
+9,924
296
$218K 0.05%
1,754
+122
297
$218K 0.05%
+2,079
298
$217K 0.05%
5,067
299
$216K 0.05%
2,517
300
$214K 0.05%
886
-239
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