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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
WMB icon
526
Williams Companies
WMB
$88.2B
$244K 0.02%
3,354
-1,255
TLT icon
527
iShares 20+ Year Treasury Bond ETF
TLT
$41.2B
$244K 0.02%
+2,812
AMH icon
528
American Homes 4 Rent
AMH
$12B
$242K 0.02%
+8,663
DGX icon
529
Quest Diagnostics
DGX
$22.5B
$241K 0.02%
1,231
-328
CSX icon
530
CSX Corp
CSX
$88.4B
$240K 0.02%
5,834
+309
MUFG icon
531
Mitsubishi UFJ Financial
MUFG
$227B
$238K 0.02%
14,044
+68
STX icon
532
Seagate
STX
$211B
$238K 0.02%
+608
TKR icon
533
Timken Company
TKR
$9.52B
$238K 0.02%
+2,365
MCHP icon
534
Microchip Technology
MCHP
$51.6B
$237K 0.02%
3,671
+431
HE icon
535
Hawaiian Electric Industries
HE
$2.31B
$236K 0.02%
15,910
+2,516
CNA icon
536
CNA Financial
CNA
$12.2B
$236K 0.02%
+5,139
FTNT icon
537
Fortinet
FTNT
$107B
$236K 0.02%
2,886
-452
ARGX icon
538
argenx
ARGX
$55.6B
$235K 0.02%
322
-62
BURL icon
539
Burlington
BURL
$21.3B
$234K 0.02%
+720
ARKK icon
540
ARK Innovation ETF
ARKK
$6.69B
$234K 0.02%
3,464
-200
TKO icon
541
TKO Group
TKO
$15.2B
$233K 0.02%
1,155
-329
AMT icon
542
American Tower
AMT
$87.2B
$233K 0.02%
+1,349
SYY icon
543
Sysco
SYY
$37.9B
$232K 0.02%
3,258
-30
THG icon
544
Hanover Insurance
THG
$6.92B
$232K 0.02%
+1,339
ARCC icon
545
Ares Capital
ARCC
$13.8B
$232K 0.02%
12,860
+266
BALL icon
546
Ball Corp
BALL
$15.2B
$231K 0.02%
+3,911
ATO icon
547
Atmos Energy
ATO
$28.4B
$231K 0.02%
+1,251
WAB icon
548
Wabtec
WAB
$45B
$231K 0.02%
+923
CNXC icon
549
Concentrix
CNXC
$1.6B
$230K 0.02%
+8,424
CMS icon
550
CMS Energy
CMS
$22.7B
$230K 0.02%
2,962
-36
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