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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
326
$376K 0.03%
+3,399
327
$375K 0.03%
4,283
+399
328
$375K 0.03%
21,834
-1,906
329
$375K 0.03%
+3,090
330
$374K 0.03%
13,000
-1,118
331
$372K 0.03%
+5,608
332
$372K 0.03%
4,269
333
$368K 0.03%
8,530
334
$367K 0.03%
2,556
+105
335
$366K 0.03%
+4,369
336
$366K 0.03%
1,613
+256
337
$366K 0.03%
1,143
-77
338
$365K 0.03%
+1,910
339
$365K 0.03%
2,526
+1
340
$362K 0.02%
+6,589
341
$360K 0.02%
+5,702
342
$356K 0.02%
3,970
+1,521
343
$356K 0.02%
+4,021
344
$355K 0.02%
1,328
+371
345
$355K 0.02%
+14,289
346
$350K 0.02%
+1,696
347
$348K 0.02%
5,360
-91
348
$347K 0.02%
4,804
-517
349
$343K 0.02%
+5,189
350
$342K 0.02%
+10,309
12 13
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