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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
376
$315K 0.02%
+9,263
377
$314K 0.02%
+6,169
378
$313K 0.02%
4,939
+1,280
379
$312K 0.02%
+9,801
380
$311K 0.02%
+573
381
$311K 0.02%
2,633
382
$310K 0.02%
+3,768
383
$309K 0.02%
+5,435
384
$309K 0.02%
1,104
-89
385
$308K 0.02%
1,306
-111
386
$308K 0.02%
2,927
+382
387
$307K 0.02%
12,600
388
$304K 0.02%
13,188
+165
389
$304K 0.02%
1,720
-109
390
$303K 0.02%
+1,793
391
$302K 0.02%
+1,942
392
$302K 0.02%
3,934
-374
393
$301K 0.02%
+4,535
394
$301K 0.02%
+5,723
395
$300K 0.02%
1,542
+72
396
$298K 0.02%
10,325
+2,783
397
$297K 0.02%
+4,729
398
$296K 0.02%
2,185
+44
399
$294K 0.02%
3,203
+1,087
400
$292K 0.02%
2,303
+422
14 15
16
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