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
351
$221K 0.02%
2,687
-1,037
352
$221K 0.02%
4,266
+33
353
$220K 0.02%
2,368
-141
354
$220K 0.02%
4,961
+213
355
$219K 0.02%
+370
356
$218K 0.02%
+57
357
$217K 0.02%
+6,938
358
$216K 0.02%
3,618
-1,023
359
$215K 0.02%
2,364
+24
360
$214K 0.02%
+8,809
361
$213K 0.02%
2,940
+39
362
$213K 0.02%
1,281
+77
363
$211K 0.02%
3,699
+21
364
$210K 0.02%
+2,053
365
$209K 0.02%
+1,045
366
$209K 0.02%
+4,146
367
$208K 0.02%
+2,397
368
$207K 0.02%
+1,183
369
$207K 0.02%
331
+6
370
$207K 0.02%
15,182
+210
371
$207K 0.02%
1,246
-21
372
$206K 0.02%
1,745
-387
373
$206K 0.02%
15,107
-604
374
$205K 0.02%
928
-861
375
$204K 0.02%
858
-125
13 14
15
16 17