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
$466M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.51M
3
+$3.02M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.26M

Top Sells

1
+$14.9M
2
+$4.81M
3
+$4.79M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.66M
5
WMG icon
Warner Music
WMG
+$2.59M

Sector Composition

1 Technology 12.52%
2 Financials 5.02%
3 Consumer Discretionary 4.38%
4 Communication Services 3.85%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
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