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
326
$240K 0.03%
3,459
-398
327
$240K 0.03%
1,684
-213
328
$239K 0.03%
2,142
+14
329
$239K 0.03%
557
+35
330
$237K 0.02%
2,389
+30
331
$237K 0.02%
55,000
332
$236K 0.02%
886
+26
333
$235K 0.02%
+3,005
334
$235K 0.02%
2,586
-97
335
$234K 0.02%
+7,551
336
$234K 0.02%
4,269
+28
337
$233K 0.02%
198
+33
338
$233K 0.02%
3,107
-1,974
339
$233K 0.02%
+2,027
340
$231K 0.02%
+10,201
341
$229K 0.02%
+3,590
342
$227K 0.02%
+444
343
$227K 0.02%
1,317
-185
344
$226K 0.02%
2,063
-842
345
$225K 0.02%
1,273
+76
346
$224K 0.02%
3,767
-171
347
$223K 0.02%
+3,294
348
$222K 0.02%
+3,793
349
$222K 0.02%
1,100
-97
350
$221K 0.02%
980
+46
12 13
14
15 16