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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
$978M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.42M
3
+$6.33M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.99M
5
AAPL icon
Apple
AAPL
+$5.92M

Top Sells

1
+$40.1M
2
+$14.1M
3
+$9.86M
4
TDW icon
Tidewater
TDW
+$4.24M
5
MPC icon
Marathon Petroleum
MPC
+$4.14M

Sector Composition

1 Financials 17.61%
2 Technology 12.76%
3 Energy 6.72%
4 Industrials 5.94%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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352
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-623
353
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354
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-92,262
355
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-10,000
356
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357
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-113,704
358
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-38,150
359
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360
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-12,971
361
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362
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364
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-5,521
365
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-153,450
366
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-1,000,000
367
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368
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369
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370
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-1,250
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