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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
526
$201K 0.01%
+923
527
$201K 0.01%
+580
528
$201K 0.01%
1,505
-16
529
$200K 0.01%
+3,032
530
$196K 0.01%
14,624
531
$190K 0.01%
11,351
-1,976
532
$190K 0.01%
215,000
533
$187K 0.01%
+11,039
534
$180K 0.01%
20,905
-32,644
535
$177K 0.01%
22,996
+6,759
536
$167K 0.01%
+13,531
537
$144K 0.01%
3,509
+426
538
$136K 0.01%
+12,283
539
$129K 0.01%
+11,859
540
$107K 0.01%
14,233
541
$107K 0.01%
16,844
+447
542
$102K 0.01%
+11,432
543
$75.2K 0.01%
14,235
+2,596
544
$62.4K ﹤0.01%
13,755
-1,067
545
$59.9K ﹤0.01%
10,422
546
$53K ﹤0.01%
52,987
-2,868
547
$51.2K ﹤0.01%
+18,564
548
$31.7K ﹤0.01%
11,033
549
$29.6K ﹤0.01%
15,000
550
$17.3K ﹤0.01%
+1,000
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