C

Certuity Portfolio holdings

AUM $1.46B
1-Year Est. Return 30.43%
This Quarter Est. Return
1 Year Est. Return
+30.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$953M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$13.4M
3
+$11M
4
UBER icon
Uber
UBER
+$4.8M
5
MU icon
Micron Technology
MU
+$4.41M

Top Sells

1
+$14M
2
+$8.87M
3
+$7.61M
4
GEV icon
GE Vernova
GEV
+$5.34M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Financials 27.65%
2 Technology 17.21%
3 Industrials 7.68%
4 Communication Services 5.93%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$265K 0.03%
1,193
-160
302
$264K 0.03%
1,038
-56
303
$264K 0.03%
+994
304
$261K 0.03%
+10,880
305
$260K 0.03%
1,889
-991
306
$259K 0.03%
1,717
-146
307
$257K 0.03%
2,283
-262
308
$257K 0.03%
4,216
309
$257K 0.03%
1,370
+206
310
$256K 0.03%
1,006
-306
311
$256K 0.03%
+3,228
312
$255K 0.03%
2,666
-334
313
$255K 0.03%
+8,377
314
$254K 0.03%
990
-53
315
$254K 0.03%
+2,417
316
$254K 0.03%
+2,791
317
$253K 0.03%
1,208
+257
318
$251K 0.03%
822
-17,500
319
$250K 0.03%
442
+28
320
$249K 0.03%
1,460
+10
321
$248K 0.03%
+1,664
322
$248K 0.03%
943
+4
323
$245K 0.03%
2,245
-412
324
$242K 0.03%
5,347
325
$241K 0.03%
1,171
-9
11 12
13
14 15