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
$463M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.45M
3
+$1.72M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.46M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.44M

Top Sells

1
+$3.97M
2
+$1.12M
3
+$1.03M
4
CVX icon
Chevron
CVX
+$1.02M
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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