C
Certuity Portfolio holdings
AUM
$1.59B
1-Year Est. Return
36.39%
This Fund
S&P 500
1 Year Est. Return
+36.39%
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 |
State Street 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
$334M
| $11.9K | ﹤0.01% |
10,659
-17,600
|
|
||
|
SBLX
553
StableX Technologies
SBLX
$4.19M
| $7.68K | ﹤0.01% |
20,000
|
|
||
554
Harvard Bioscience
HBIO
$22.3M
| $6K | ﹤0.01% |
13,677
-1,035
|
|
||
555
American Tower
AMT
$83.9B
| – | – |
-992
|
|
||
556
CSX Corp
CSX
$70.3B
| – | – |
-6,271
|
|
||
557
JPMorgan Equity Premium Income ETF
JEPI
$42.9B
| – | – |
-3,738
|
|
||
558
Kenvue
KVUE
$33.3B
| – | – |
-12,957
|
|
||
559
Mondelez International
MDLZ
$75.4B
| – | – |
-3,667
|
|
||
560
FiscalNote
NOTE
$18.9M
| – | – |
-2,367
|
|
||
561
Nutanix
NTNX
$10.6B
| – | – |
-2,861
|
|
||
562
Novartis
NVS
$285B
| – | – |
-1,692
|
|
||
563
NXP Semiconductors
NXPI
$56.9B
| – | – |
-1,102
|
|
||
564
RELX
RELX
$64.9B
| – | – |
-4,196
|
|
||
565
Unilever
UL
$149B
| – | – |
-3,193
|
|
||
566
Wabtec
WAB
$39.3B
| – | – |
-1,074
|
|
||
|
WBA
567
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-12,736
|
|
||
568
Sanofi
SNY
$114B
| – | – |
-4,569
|
|
||
569
ARS Pharmaceuticals
SPRY
$987M
| – | – |
-10,000
|
|
||
570
Toyota
TM
$296B
| – | – |
-1,391
|
|