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
276
$293K 0.03%
1,200
+32
277
$291K 0.03%
8,584
+2,269
278
$289K 0.03%
1,270
-31
279
$289K 0.03%
+12,859
280
$289K 0.03%
2,767
-158
281
$288K 0.03%
+12,308
282
$288K 0.03%
+1,521
283
$286K 0.03%
2,781
+498
284
$285K 0.03%
+5,648
285
$284K 0.03%
2,380
+467
286
$284K 0.03%
+516
287
$283K 0.03%
4,928
+175
288
$283K 0.03%
4,115
-38
289
$280K 0.03%
2,057
290
$276K 0.03%
1,016
-118
291
$274K 0.03%
5,834
-14
292
$272K 0.03%
4,899
+307
293
$271K 0.03%
1,343
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294
$270K 0.03%
+1,229
295
$270K 0.03%
1,318
+25
296
$270K 0.03%
+1,418
297
$268K 0.03%
1,267
-735
298
$266K 0.03%
4,878
+926
299
$265K 0.03%
847
+138
300
$265K 0.03%
2,204
-42
10 11
12
13 14