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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
$466M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$3.47M
3
+$2.95M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.27M

Top Sells

1
+$13.2M
2
+$4.63M
3
+$4.61M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.64M
5
WMG icon
Warner Music
WMG
+$2.59M

Sector Composition

1 Technology 12.55%
2 Financials 4.99%
3 Consumer Discretionary 4.38%
4 Communication Services 3.85%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-13,758
402
– –
-9,717
403
– –
-7,261
404
– –
-1,068
405
– –
-1,463
406
– –
-633
407
– –
-7,674
408
– –
-4,450
409
– –
-6,403
410
– –
-623
411
– –
-1,312
412
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-4,250
413
– –
-29,251
414
– –
-3,117
415
– –
-118,026
416
– –
-3,003
417
– –
-6,256
418
– –
-10,672
419
– –
-10,000
420
– –
-10,000
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