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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
$1.52B
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.26M
3
+$6.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.97M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M

Top Sells

1
+$246M
2
+$237M
3
+$124M
4
OMF icon
OneMain Financial
OMF
+$59.3M
5
NOC icon
Northrop Grumman
NOC
+$14.4M

Sector Composition

1 Financials 22.61%
2 Technology 20.26%
3 Industrials 7.02%
4 Communication Services 5.35%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVY icon
351
iShares Select Dividend ETF
DVY
$23.1B
$406K 0.03%
2,679
-697
MAA icon
352
Mid-America Apartment Communities
MAA
$16.2B
$406K 0.03%
3,321
+1,786
DPZ icon
353
Domino's
DPZ
$10.8B
$403K 0.03%
+1,122
REGN icon
354
Regeneron Pharmaceuticals
REGN
$64.2B
$401K 0.03%
519
-118
VMI icon
355
Valmont Industries
VMI
$10.6B
$398K 0.03%
997
+345
QRVO icon
356
Qorvo
QRVO
$8.68B
$396K 0.03%
5,114
+1,179
TROW icon
357
T. Rowe Price
TROW
$23.5B
$396K 0.03%
4,391
-935
EXC icon
358
Exelon
EXC
$47.3B
$393K 0.03%
8,017
+2,021
MDT icon
359
Medtronic
MDT
$103B
$392K 0.03%
4,525
-1,935
USB icon
360
US Bancorp
USB
$91.8B
$391K 0.03%
7,514
+1,058
FNB icon
361
FNB Corp
FNB
$6.64B
$388K 0.03%
23,232
+5,097
CRBN icon
362
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.14B
$388K 0.03%
1,743
CYTK icon
363
Cytokinetics
CYTK
$9.52B
$388K 0.03%
5,889
NVST icon
364
Envista
NVST
$4B
$387K 0.03%
15,249
+5,752
RCL icon
365
Royal Caribbean
RCL
$79B
$386K 0.03%
1,403
+451
ILMN icon
366
Illumina
ILMN
$24.4B
$385K 0.03%
3,124
+524
AGO icon
367
Assured Guaranty
AGO
$3.39B
$384K 0.03%
4,710
+2,214
KHC icon
368
Kraft Heinz
KHC
$28.9B
$384K 0.03%
17,054
+7,150
SOXL icon
369
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$25.6B
$383K 0.03%
+8,000
CME icon
370
CME Group
CME
$97.4B
$382K 0.03%
1,295
+186
CHRW icon
371
C.H. Robinson
CHRW
$22.8B
$381K 0.03%
2,293
-19
BUG icon
372
Global X Cybersecurity ETF
BUG
$1.1B
$376K 0.02%
14,955
+5
REG icon
373
Regency Centers
REG
$14.7B
$374K 0.02%
4,948
+2,011
PVLA
374
Palvella Therapeutics
PVLA
$1.56B
$374K 0.02%
3,000
BX icon
375
Blackstone
BX
$150B
$373K 0.02%
3,242
-26
13 14
15
16 17