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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
476
$231K 0.02%
716
-19
477
$231K 0.02%
+6,749
478
$231K 0.02%
22,059
-1,025
479
$231K 0.02%
+1,211
480
$231K 0.02%
+2,563
481
$229K 0.02%
+1,021
482
$229K 0.02%
+1,615
483
$228K 0.02%
+2,739
484
$228K 0.02%
+788
485
$227K 0.02%
1,438
-5
486
$226K 0.02%
+1,535
487
$226K 0.02%
453
-44
488
$226K 0.02%
+1,032
489
$226K 0.02%
+1,195
490
$226K 0.02%
+19,300
491
$225K 0.02%
+5,300
492
$224K 0.02%
396
-38
493
$224K 0.02%
+966
494
$224K 0.02%
+1,617
495
$224K 0.02%
1,443
+53
496
$221K 0.02%
10,852
-32,592
497
$221K 0.02%
+3,240
498
$220K 0.02%
+5,421
499
$220K 0.02%
+1,107
500
$219K 0.02%
+343
18 19
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