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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
551
$13.4K ﹤0.01%
10,565
552
$11.9K ﹤0.01%
10,659
-17,600
553
$7.68K ﹤0.01%
20,000
554
$6K ﹤0.01%
1,368
-103
555
– –
-992
556
– –
-6,271
557
– –
-3,738
558
– –
-12,957
559
– –
-3,667
560
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-2,367
561
– –
-2,861
562
– –
-1,692
563
– –
-1,102
564
– –
-4,196
565
– –
-1,391
566
– –
-3,193
567
– –
-1,074
568
– –
-12,736
569
– –
-4,569
570
– –
-10,000
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