We are live on ! Find out more
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
$1.06B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.31M
3
+$2.84M
4
RIVN icon
Rivian
RIVN
+$2.83M
5
SG icon
Sweetgreen
SG
+$2.35M

Top Sells

1
+$11M
2
+$6.22M
3
+$4.24M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.37M
5
UPS icon
United Parcel Service
UPS
+$1.49M

Sector Composition

1 Financials 27.71%
2 Technology 18.59%
3 Industrials 7.17%
4 Communication Services 6.18%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-1,281
427
– –
-2,380
428
– –
-11,356
429
– –
-8,500
430
– –
-1,460
431
– –
-1,907
432
– –
-11,223
433
– –
-500
434
– –
-2,581
435
– –
-4,269
436
– –
-3,228
437
– –
-9,204
438
– –
-10,201
439
– –
-928
440
– –
-10,083
441
– –
-1,745
442
– –
-2,079
443
– –
-8,377
444
– –
-2,027
445
– –
-15,247
446
– –
-613
447
– –
-198
448
– –
-444
449
– –
-2,389
450
– –
-7,551
15 16 17
18
19