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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
501
$219K 0.02%
55,000
502
$219K 0.02%
+1,826
503
$218K 0.02%
+1,823
504
$217K 0.01%
+4,538
505
$217K 0.01%
+555
506
$217K 0.01%
3,766
-1,100
507
$215K 0.01%
824
+48
508
$214K 0.01%
+1,506
509
$214K 0.01%
3,336
-263
510
$213K 0.01%
+468
511
$213K 0.01%
+5,568
512
$212K 0.01%
+5,978
513
$211K 0.01%
+7,456
514
$209K 0.01%
+2,269
515
$208K 0.01%
10,080
-1,193
516
$208K 0.01%
48
-8
517
$207K 0.01%
+3,593
518
$206K 0.01%
+4,638
519
$205K 0.01%
+2,805
520
$204K 0.01%
+1,528
521
$203K 0.01%
+1,643
522
$203K 0.01%
+1,161
523
$203K 0.01%
+1,475
524
$203K 0.01%
1,512
+72
525
$202K 0.01%
+2,220
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