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
376
$203K 0.02%
+1,328
377
$202K 0.02%
+613
378
$202K 0.02%
+598
379
$200K 0.02%
+1,364
380
$192K 0.02%
12,427
+770
381
$181K 0.02%
+15,247
382
$173K 0.02%
11,237
-198
383
$171K 0.02%
18,992
384
$168K 0.02%
25,024
+4,604
385
$165K 0.02%
18,928
+1,190
386
$159K 0.02%
+10,083
387
$149K 0.02%
+13,368
388
$129K 0.01%
13,295
+2,539
389
$123K 0.01%
14,624
390
$105K 0.01%
16,039
+766
391
$101K 0.01%
115,000
+15,000
392
$101K 0.01%
10,000
393
$58.5K 0.01%
10,422
394
$51.5K 0.01%
13,470
+464
395
$48K 0.01%
11,639
396
$44.4K ﹤0.01%
14,233
397
$33.1K ﹤0.01%
28,259
398
$22.9K ﹤0.01%
2,367
+700
399
$21.1K ﹤0.01%
10,565
400
$14.6K ﹤0.01%
15,000
14 15
16
17 18