C

Certuity Portfolio holdings

AUM $1.06B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$1.92M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$836K

Top Sells

1
+$1.94M
2
+$1.29M
3
+$1.29M
4
MET icon
MetLife
MET
+$1.07M
5
AAPL icon
Apple
AAPL
+$999K

Sector Composition

1 Energy 9.89%
2 Technology 8.58%
3 Healthcare 3.52%
4 Consumer Discretionary 3.21%
5 Financials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.58%
15,433
+1,885
27
$2.35M 0.55%
29,146
28
$2.19M 0.51%
19,704
+464
29
$2.19M 0.51%
12,187
+755
30
$2.11M 0.49%
149,826
+442
31
$2.07M 0.48%
26,071
+415
32
$1.94M 0.45%
17,818
-6,502
33
$1.92M 0.45%
+48,058
34
$1.91M 0.44%
8,910
-623
35
$1.81M 0.42%
50,422
-228
36
$1.73M 0.4%
5,632
-208
37
$1.61M 0.37%
3,188
+988
38
$1.55M 0.36%
15,415
-1,659
39
$1.54M 0.36%
19,412
+7,534
40
$1.53M 0.36%
16,694
-67
41
$1.36M 0.32%
20,488
-331
42
$1.33M 0.31%
109,820
+6,080
43
$1.3M 0.3%
8,004
+999
44
$1.29M 0.3%
39,284
+2,131
45
$1.21M 0.28%
8,980
+5,859
46
$1.18M 0.27%
6,644
+568
47
$1.14M 0.26%
3,461
-115
48
$1.09M 0.25%
44,356
+33,945
49
$1.08M 0.25%
3,342
+1,433
50
$1.03M 0.24%
3,543
+2,754
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