C

Certuity Portfolio holdings

AUM $1.59B
1-Year Est. Return 36.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$2.45M
3
+$1.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.44M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.36M

Top Sells

1
+$3.89M
2
+$1.03M
3
+$968K
4
CVX icon
Chevron
CVX
+$897K
5
UTG icon
Reaves Utility Income Fund
UTG
+$867K

Sector Composition

1 Technology 12.24%
2 Financials 6.09%
3 Consumer Discretionary 4.18%
4 Communication Services 3.48%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
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