C
Certuity Portfolio holdings
AUM
$1.46B
1-Year Est. Return
30.43%
This Fund
S&P 500
1 Year Est. Return
+30.43%
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
Snap-on
SNA
$19.2B
| – | – |
-598
|
|
||
452
Simon Property Group
SPG
$60.7B
| – | – |
-1,281
|
|
||
453
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.5B
| – | – |
-12,308
|
|
||
454
Sensata Technologies
ST
$5.01B
| – | – |
-8,809
|
|
||
455
Sysco
SYY
$40.2B
| – | – |
-3,107
|
|
||
456
Targa Resources
TRGP
$43.2B
| – | – |
-1,045
|
|
||
457
Tyson Foods
TSN
$23.1B
| – | – |
-3,590
|
|
||
458
United Parcel Service
UPS
$88.9B
| – | – |
-13,592
|
|
||
459
Vanguard FTSE Pacific ETF
VPL
$9.12B
| – | – |
-2,940
|
|