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
$677M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.46M
3
+$5.83M
4
BABA icon
Alibaba
BABA
+$3.96M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.28M

Top Sells

1
+$17.1M
2
+$4.14M
3
+$3.67M
4
BNO icon
United States Brent Oil Fund
BNO
+$3.18M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.03M

Sector Composition

1 Financials 19.2%
2 Technology 9.68%
3 Energy 8.74%
4 Industrials 5.53%
5 Consumer Discretionary 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.98M 0.74%
32,990
-35
27
$4.37M 0.64%
96,665
+4,022
28
$3.96M 0.58%
+38,711
29
$3.83M 0.57%
34,780
+2,683
30
$3.64M 0.54%
131,020
-8,870
31
$3.63M 0.54%
20,341
-70
32
$3.42M 0.51%
36,885
+263
33
$3.34M 0.49%
52,471
+14
34
$3.32M 0.49%
203,808
+36,168
35
$3.21M 0.47%
13,646
+32
36
$2.81M 0.41%
21,690
+20
37
$2.69M 0.4%
13,165
+451
38
$2.65M 0.39%
13,671
+156
39
$2.64M 0.39%
151,478
+1,656
40
$2.63M 0.39%
29,594
41
$2.5M 0.37%
85,000
42
$2.46M 0.36%
35,522
-88
43
$2.46M 0.36%
11,234
-2,223
44
$2.36M 0.35%
48,460
45
$2.28M 0.34%
25,155
+327
46
$2.2M 0.33%
5,716
+82
47
$2.16M 0.32%
18,534
+2,474
48
$2.04M 0.3%
16,829
-266
49
$1.98M 0.29%
47,611
+2,994
50
$1.89M 0.28%
20,627
-32,986
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