C
Certuity Portfolio holdings
AUM
$1.06B
1-Year Est. Return
23.75%
1 Year Est. Return
+23.75%
AUM
$1.06B
AUM Growth
+$110M
(+12%)
Holding
459
Top Buys
| 1 | +$4.84M | |
| 2 | +$4.3M | |
| 3 | +$3.07M | |
| 4 |
Rivian
RIVN
|
+$2.86M |
| 5 |
Ford
F
|
+$2.18M |
Top Sells
| 1 | +$12.9M | |
| 2 | +$6.71M | |
| 3 | +$5.6M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$2.5M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.59M |
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 | |
|---|---|---|---|---|---|---|
451
Roivant Sciences
ROIV
$12.6B
| – | – |
-10,000
|
|
||
452
Snap-on
SNA
$17.8B
| – | – |
-598
|
|
||
453
Simon Property Group
SPG
$57.7B
| – | – |
-1,281
|
|
||
454
SPDR Portfolio High Yield Bond ETF
SPHY
$9.29B
| – | – |
-12,308
|
|
||
455
Sensata Technologies
ST
$4.49B
| – | – |
-8,809
|
|
||
456
Sysco
SYY
$36.3B
| – | – |
-3,107
|
|
||
457
Targa Resources
TRGP
$32.8B
| – | – |
-1,045
|
|
||
458
Tyson Foods
TSN
$18.5B
| – | – |
-3,590
|
|
||
459
Vanguard FTSE Pacific ETF
VPL
$8.3B
| – | – |
-2,940
|
|