C
Certuity Portfolio holdings
AUM
$1.06B
This Quarter Return
+8.87%
1 Year Return
+23.75%
3 Year Return
+94.1%
5 Year Return
+148.59%
10 Year Return
–
AUM
$466M
AUM Growth
+$466M
(-6.6%)
Cap. Flow
-$80.7M
Cap. Flow
% of AUM
-17.32%
Top 10 Holdings %
Top 10 Hldgs %
46.75%
Holding
420
New
26
Increased
88
Reduced
140
Closed
127
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$5.2M |
| 2 |
Applovin
APP
|
$3.51M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$3.02M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$1.57M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.26M |
Top Sells
| 1 |
Apple
AAPL
|
$14.9M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$4.81M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.79M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.66M |
| 5 |
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% |
