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C

Certuity Portfolio holdings

AUM $1.52B
1-Year Est. Return 37.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$161M
3
+$120M
4
OMF icon
OneMain Financial
OMF
+$59.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$53.4M

Top Sells

1
+$724K
2
+$656K
3
+$503K
4
AMZN icon
Amazon
AMZN
+$354K
5
KVUE icon
Kenvue
KVUE
+$271K

Sector Composition

1 Financials 27.37%
2 Technology 18.18%
3 Industrials 7.56%
4 Communication Services 5.55%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$420K 0.03%
3,393
-123
302
$418K 0.03%
1,334
+556
303
$416K 0.03%
1,885
+196
304
$415K 0.03%
+2,435
305
$410K 0.03%
3,295
+1,392
306
$406K 0.03%
+3,933
307
$405K 0.03%
3,422
+1,395
308
$405K 0.03%
5,618
+1,593
309
$405K 0.03%
1,864
+573
310
$404K 0.03%
975
-72
311
$403K 0.03%
6,874
312
$402K 0.03%
1,193
+94
313
$401K 0.03%
+5,264
314
$401K 0.03%
3,648
-141
315
$397K 0.03%
4,426
+382
316
$396K 0.03%
1,528
-47
317
$395K 0.03%
2,502
+206
318
$392K 0.03%
5,197
+854
319
$390K 0.03%
852
+280
320
$386K 0.03%
2,559
+268
321
$385K 0.03%
550
+35
322
$382K 0.03%
+8,985
323
$382K 0.03%
1,238
+396
324
$382K 0.03%
1,223
-40
325
$380K 0.03%
2,385
+1,156
11 12
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