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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
351
$340K 0.02%
2,308
+1
352
$339K 0.02%
+18,503
353
$336K 0.02%
1,397
+23
354
$335K 0.02%
+6,014
355
$334K 0.02%
+2,786
356
$334K 0.02%
2,057
357
$334K 0.02%
143
-10
358
$333K 0.02%
1,723
+490
359
$332K 0.02%
+2,148
360
$332K 0.02%
+1,348
361
$329K 0.02%
1,307
+265
362
$327K 0.02%
5,366
-677
363
$324K 0.02%
+5,449
364
$323K 0.02%
+451
365
$323K 0.02%
999
-176
366
$322K 0.02%
756
+8
367
$321K 0.02%
+6,646
368
$320K 0.02%
+2,259
369
$319K 0.02%
1,664
370
$318K 0.02%
+3,798
371
$318K 0.02%
2,405
+202
372
$317K 0.02%
3,166
-19
373
$316K 0.02%
4,457
-423
374
$316K 0.02%
3,665
-223
375
$316K 0.02%
+2,451
13 14
15
16 17