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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
$843M
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$5.18M
3
+$4.51M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.38M
5
MPC icon
Marathon Petroleum
MPC
+$3.81M

Top Sells

1
+$20.4M
2
+$5.29M
3
+$4.93M
4
MS icon
Morgan Stanley
MS
+$4.3M
5
TTD icon
Trade Desk
TTD
+$3.19M

Sector Composition

1 Financials 20.68%
2 Technology 10.29%
3 Energy 8.79%
4 Consumer Discretionary 5.51%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-4,826
277
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-11,755
278
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-16,808
279
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-1,100
280
– –
-11,538
281
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-712
282
– –
-6,491
283
– –
-7,956
284
– –
-1,948
285
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-38,000
286
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-953
287
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-6,289
288
– –
-40,637
289
– –
-11,835
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