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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
426
$271K 0.02%
4,875
+1,230
427
$270K 0.02%
5,360
+552
428
$270K 0.02%
3,859
-221
429
$270K 0.02%
+9,509
430
$269K 0.02%
938
+241
431
$269K 0.02%
+2,956
432
$268K 0.02%
552
-30
433
$268K 0.02%
+3,269
434
$267K 0.02%
+2,619
435
$267K 0.02%
+1,498
436
$266K 0.02%
986
-1
437
$266K 0.02%
2,325
+216
438
$265K 0.02%
+4,987
439
$263K 0.02%
+16,335
440
$261K 0.02%
+7,177
441
$260K 0.02%
+1,090
442
$258K 0.02%
+2,227
443
$258K 0.02%
3,288
+872
444
$256K 0.02%
+984
445
$255K 0.02%
2,827
+20
446
$255K 0.02%
+1,632
447
$255K 0.02%
3,054
+432
448
$254K 0.02%
2,843
+173
449
$252K 0.02%
+650
450
$250K 0.02%
+2,589
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