We are live on ! Find out more
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
GETY icon
651
Getty Images
GETY
$310M
$19.8K ﹤0.01%
24,967
HOWL icon
652
Werewolf Therapeutics
HOWL
$18.5M
$12.5K ﹤0.01%
15,000
SKYX icon
653
SKYX Platforms
SKYX
$143M
$11.9K ﹤0.01%
10,659
NAKA
654
Nakamoto Inc
NAKA
$75.2M
$8.84K ﹤0.01%
+1,000
FABC
655
Fabric.AI Inc
FABC
$18.2M
$7.68K ﹤0.01%
20,000
SGMO
656
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$3.63K ﹤0.01%
+14,700
AREC icon
657
American Resources Corp
AREC
$229M
– –
-15,823
AYI icon
658
Acuity Brands
AYI
$9.01B
– –
-834
BBY icon
659
Best Buy
BBY
$16.6B
– –
-4,715
BLD icon
660
TopBuild
BLD
$11.6B
– –
-538
BR icon
661
Broadridge
BR
$16.8B
– –
-1,241
CNC icon
662
Centene
CNC
$32.2B
– –
-5,245
DB icon
663
Deutsche Bank
DB
$63.7B
– –
-6,082
DBC icon
664
Invesco DB Commodity Index Tracking Fund
DBC
$1.64B
– –
-30,270
DFAI icon
665
Dimensional International Core Equity Market ETF
DFAI
$16.5B
– –
-7,177
DLN icon
666
WisdomTree US LargeCap Dividend Fund
DLN
$6.15B
– –
-3,518
EHC icon
667
Encompass Health
EHC
$10.1B
– –
-1,891
EPAM icon
668
EPAM Systems
EPAM
$4.98B
– –
-2,010
FDN icon
669
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.06B
– –
-1,103
FERG icon
670
Ferguson
FERG
$44.6B
– –
-939
FISV
671
Fiserv Inc
FISV
$28.7B
– –
-3,059
GEN icon
672
Gen Digital
GEN
$14.7B
– –
-10,530
HBIO icon
673
Harvard Bioscience
HBIO
$27.4M
– –
-1,368
HUBS icon
674
HubSpot
HUBS
$9.62B
– –
-600
HYEM icon
675
VanEck Emerging Markets High Yield Bond ETF
HYEM
$511M
– –
-12,293
24 25 26
27
28