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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
451
$248K 0.02%
4,216
452
$247K 0.02%
15,490
-2,036
453
$247K 0.02%
+1,207
454
$246K 0.02%
+12,293
455
$246K 0.02%
+3,211
456
$246K 0.02%
+11,360
457
$245K 0.02%
824
+73
458
$244K 0.02%
+4,207
459
$244K 0.02%
+2,686
460
$243K 0.02%
+1,999
461
$242K 0.02%
4,892
462
$242K 0.02%
7,051
-80
463
$242K 0.02%
+10,481
464
$239K 0.02%
+795
465
$238K 0.02%
+1,686
466
$238K 0.02%
+2,954
467
$237K 0.02%
26,658
468
$235K 0.02%
1,453
+58
469
$235K 0.02%
+9,339
470
$235K 0.02%
+7,772
471
$234K 0.02%
+1,079
472
$233K 0.02%
+4,125
473
$233K 0.02%
4,466
-35
474
$232K 0.02%
+688
475
$232K 0.02%
1,029
+132
17 18
19
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