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
$1.46B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1 +$56.5M
2 +$55.5M
3 +$45M
4
NVDA icon
NVIDIA
NVDA
+$35.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.2M

Top Sells

1 +$841K
2 +$665K
3 +$528K
4
AMZN icon
Amazon
AMZN
+$343K
5
PDYN icon
Palladyne AI
PDYN
+$280K

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
MPWR icon
401
Monolithic Power Systems
MPWR
$44.5B
$292K 0.02%
+317
CF icon
402
CF Industries
CF
$12.2B
$291K 0.02%
+3,247
GVA icon
403
Granite Construction
GVA
$4.97B
$291K 0.02%
2,650
TKO icon
404
TKO Group
TKO
$16.7B
$290K 0.02%
1,438
+101
CAH icon
405
Cardinal Health
CAH
$47.3B
$290K 0.02%
1,849
-68
WSM icon
406
Williams-Sonoma
WSM
$22.6B
$287K 0.02%
+1,470
ARGX icon
407
argenx
ARGX
$52.2B
$282K 0.02%
382
-21
URI icon
408
United Rentals
URI
$50.9B
$282K 0.02%
295
-61
CEG icon
409
Constellation Energy
CEG
$113B
$281K 0.02%
+853
ST icon
410
Sensata Technologies
ST
$4.84B
$281K 0.02%
+9,182
BBVA icon
411
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
$280K 0.02%
14,548
-1,355
RJF icon
412
Raymond James Financial
RJF
$31.5B
$280K 0.02%
+1,621
SOXL icon
413
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$10.7B
$279K 0.02%
+8,003
RMD icon
414
ResMed
RMD
$35.4B
$279K 0.02%
1,018
+226
AEP icon
415
American Electric Power
AEP
$61.7B
$279K 0.02%
2,477
+338
FR icon
416
First Industrial Realty Trust
FR
$7.73B
$278K 0.02%
+5,410
AJG icon
417
Arthur J. Gallagher & Co
AJG
$64.9B
$278K 0.02%
899
+11
DAL icon
418
Delta Air Lines
DAL
$45.8B
$278K 0.02%
4,903
+626
SAM icon
419
Boston Beer
SAM
$2.12B
$276K 0.02%
+1,305
TTEK icon
420
Tetra Tech
TTEK
$9B
$275K 0.02%
+8,235
KR icon
421
Kroger
KR
$39.7B
$274K 0.02%
4,068
+702
UGI icon
422
UGI
UGI
$8.26B
$274K 0.02%
+8,241
LOPE icon
423
Grand Canyon Education
LOPE
$4.61B
$274K 0.02%
+1,248
CPT icon
424
Camden Property Trust
CPT
$11.5B
$273K 0.02%
+2,561
BF.B icon
425
Brown-Forman Class B
BF.B
$13.4B
$272K 0.02%
10,053
+2,275