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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
276
$477K 0.03%
2,405
+1,313
277
$476K 0.03%
3,883
+248
278
$475K 0.03%
869
+344
279
$469K 0.03%
1,961
+33
280
$467K 0.03%
1,445
+477
281
$461K 0.03%
14,149
+4,250
282
$459K 0.03%
5,175
+2,652
283
$459K 0.03%
5,410
+1,183
284
$453K 0.03%
4,514
285
$452K 0.03%
5,875
+3,052
286
$452K 0.03%
6,154
+1,720
287
$451K 0.03%
5,640
+927
288
$451K 0.03%
+3,597
289
$450K 0.03%
1,683
-183
290
$448K 0.03%
6,661
+3,285
291
$447K 0.03%
3,149
+394
292
$442K 0.03%
1,614
+324
293
$439K 0.03%
+10,387
294
$439K 0.03%
3,440
+11
295
$432K 0.03%
+1,646
296
$431K 0.03%
+1,011
297
$425K 0.03%
10,839
-3,381
298
$424K 0.03%
1,727
+547
299
$421K 0.03%
1,705
+73
300
$420K 0.03%
+4,864
10 11
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