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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
401
$292K 0.02%
+317
402
$291K 0.02%
+3,247
403
$291K 0.02%
2,650
404
$290K 0.02%
1,438
+101
405
$290K 0.02%
1,849
-68
406
$287K 0.02%
+1,470
407
$282K 0.02%
382
-21
408
$282K 0.02%
295
-61
409
$281K 0.02%
+853
410
$281K 0.02%
+9,182
411
$280K 0.02%
14,548
-1,355
412
$280K 0.02%
+1,621
413
$279K 0.02%
+8,003
414
$279K 0.02%
1,018
+226
415
$279K 0.02%
2,477
+338
416
$278K 0.02%
+5,410
417
$278K 0.02%
899
+11
418
$278K 0.02%
4,903
+626
419
$276K 0.02%
+1,305
420
$275K 0.02%
+8,235
421
$274K 0.02%
4,068
+702
422
$274K 0.02%
+8,241
423
$274K 0.02%
+1,248
424
$273K 0.02%
+2,561
425
$272K 0.02%
10,053
+2,275
15 16
17
18 19