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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
26
$12.3M 0.85%
138,585
+2,536
27
$11.8M 0.81%
104,845
+4,651
28
$11.4M 0.79%
34,838
+4,995
29
$10.9M 0.75%
794,932
+763,853
30
$10.9M 0.75%
323,569
-5,086
31
$10M 0.69%
255,285
+142
32
$9.7M 0.67%
759,375
-15,601
33
$9.48M 0.65%
43,906
+374
34
$9.36M 0.64%
78,764
+6,046
35
$9.36M 0.64%
+180,155
36
$9.21M 0.63%
47,030
+13
37
$8.64M 0.59%
73,776
+2,544
38
$8.27M 0.57%
292,950
-2,465
39
$7.73M 0.53%
17,372
-1,892
40
$7.33M 0.5%
600,000
41
$7.24M 0.5%
204,390
42
$6.69M 0.46%
32,850
+6,410
43
$6.59M 0.45%
67,298
+6,399
44
$6.47M 0.44%
19,578
+64
45
$5.9M 0.41%
11,737
+1,719
46
$5.82M 0.4%
+196,585
47
$5.73M 0.39%
23,693
+2,230
48
$5.69M 0.39%
18,029
+3,114
49
$5.46M 0.38%
37,489
-1,692
50
$5.45M 0.37%
120,765
+3,711
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