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
$1.13B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Sells

1 +$4.68M
2 +$3.55M
3 +$2.57M
4
BLDR icon
Builders FirstSource
BLDR
+$2.5M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.41M

Sector Composition

1 Financials 16.72%
2 Technology 12.68%
3 Energy 6.5%
4 Industrials 6.37%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-7,930
377
-321,310