C
Certuity Portfolio holdings
AUM
$1.46B
1-Year Est. Return
30.43%
1 Year Est. Return
+30.43%
AUM
$1.46B
AUM Growth
+$393M
(+37%)
Holding
570
Top Buys
| 1 | +$56.5M | |
| 2 | +$55.5M | |
| 3 | +$45M | |
| 4 |
NVIDIA
NVDA
|
+$35.5M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$13.2M |
Top Sells
| 1 | +$841K | |
| 2 | +$665K | |
| 3 | +$528K | |
| 4 |
Amazon
AMZN
|
+$343K |
| 5 |
Palladyne AI
PDYN
|
+$280K |
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 | |
|---|---|---|---|---|---|---|
|
SOND
551
DELISTED
Sonder
SOND
| $13.4K | ﹤0.01% |
10,565
|
|
||
552
SKYX Platforms
SKYX
$225M
| $11.9K | ﹤0.01% |
10,659
-17,600
|
|
||
|
SBLX
553
StableX Technologies
SBLX
$4.41M
| $7.68K | ﹤0.01% |
20,000
|
|
||
554
Harvard Bioscience
HBIO
$35.1M
| $6K | ﹤0.01% |
13,677
-1,035
|
|
||
555
Novartis
NVS
$259B
| – | – |
-1,692
|
|
||
556
Unilever
UL
$143B
| – | – |
-3,592
|
|
||
557
Wabtec
WAB
$36.3B
| – | – |
-1,074
|
|
||
|
WBA
558
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-12,736
|
|
||
559
American Tower
AMT
$83.6B
| – | – |
-992
|
|
||
560
CSX Corp
CSX
$68B
| – | – |
-6,271
|
|
||
561
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
| – | – |
-3,738
|
|
||
562
Kenvue
KVUE
$33.1B
| – | – |
-12,957
|
|
||
563
Mondelez International
MDLZ
$69.4B
| – | – |
-3,667
|
|
||
564
FiscalNote
NOTE
$26.1M
| – | – |
-2,367
|
|
||
565
Nutanix
NTNX
$13.6B
| – | – |
-2,861
|
|
||
566
NXP Semiconductors
NXPI
$56.2B
| – | – |
-1,102
|
|
||
567
RELX
RELX
$73.8B
| – | – |
-4,196
|
|
||
568
Sanofi
SNY
$117B
| – | – |
-4,569
|
|
||
569
ARS Pharmaceuticals
SPRY
$995M
| – | – |
-10,000
|
|
||
570
Toyota
TM
$279B
| – | – |
-1,391
|
|