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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
$1.52B
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.26M
3
+$6.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.97M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M

Top Sells

1
+$246M
2
+$237M
3
+$124M
4
OMF icon
OneMain Financial
OMF
+$59.3M
5
NOC icon
Northrop Grumman
NOC
+$14.4M

Sector Composition

1 Financials 22.61%
2 Technology 20.26%
3 Industrials 7.02%
4 Communication Services 5.35%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWKS icon
476
Skyworks Solutions
SWKS
$11.1B
$287K 0.02%
5,353
-882
A icon
477
Agilent Technologies
A
$36.7B
$286K 0.02%
2,513
+1,006
IBIT icon
478
iShares Bitcoin Trust
IBIT
$49.2B
$286K 0.02%
7,455
+1,060
TRGP icon
479
Targa Resources
TRGP
$58.5B
$285K 0.02%
1,135
-2,342
VCSH icon
480
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$284K 0.02%
3,581
-129
SSNC icon
481
SS&C Technologies
SSNC
$16.3B
$283K 0.02%
4,188
-1,227
LITE icon
482
Lumentum
LITE
$71.7B
$283K 0.02%
+402
UNM icon
483
Unum
UNM
$14.8B
$283K 0.02%
3,871
+992
JEPQ icon
484
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$282K 0.02%
5,087
+1,321
MO icon
485
Altria Group
MO
$120B
$282K 0.02%
4,267
+592
PNW icon
486
Pinnacle West Capital
PNW
$12.5B
$281K 0.02%
+2,792
ALLY icon
487
Ally Financial
ALLY
$13.6B
$281K 0.02%
7,167
+2,650
OLED icon
488
Universal Display
OLED
$4.28B
$281K 0.02%
3,065
+749
PODD icon
489
Insulet
PODD
$10.4B
$280K 0.02%
1,336
+15
FHB icon
490
First Hawaiian
FHB
$3.49B
$278K 0.02%
+11,270
VT icon
491
Vanguard Total World Stock ETF
VT
$75.2B
$277K 0.02%
+2,002
SPOT icon
492
Spotify
SPOT
$99.1B
$276K 0.02%
569
+69
TTEK icon
493
Tetra Tech
TTEK
$7.38B
$275K 0.02%
9,119
+2,618
AFL icon
494
Aflac
AFL
$60B
$274K 0.02%
+2,499
DXCM icon
495
DexCom
DXCM
$29.1B
$274K 0.02%
+4,362
ZBH icon
496
Zimmer Biomet
ZBH
$17.1B
$272K 0.02%
+3,003
DBX icon
497
Dropbox
DBX
$6.32B
$272K 0.02%
11,950
-258
MSM icon
498
MSC Industrial Direct
MSM
$6.52B
$269K 0.02%
2,914
-667
CCL icon
499
Carnival Corporation Ltd
CCL
$40.4B
$269K 0.02%
10,388
-7,024
WDAY icon
500
Workday
WDAY
$32.3B
$268K 0.02%
2,093
+1,111
18 19
20
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