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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
$1.52B
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
XLV icon
51
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$4.91M 0.32%
33,504
+6,953
JPM icon
52
JPMorgan Chase
JPM
$859B
$4.89M 0.32%
16,625
-2,069
PANW icon
53
Palo Alto Networks
PANW
$228B
$4.85M 0.32%
30,275
-3,291
CVX icon
54
Chevron
CVX
$373B
$4.71M 0.31%
22,749
+669
LRCX icon
55
Lam Research
LRCX
$459B
$4.7M 0.31%
22,011
+1,103
UBER icon
56
Uber
UBER
$140B
$4.63M 0.3%
64,383
-3,557
ABR icon
57
Arbor Realty Trust
ABR
$1B
$4.63M 0.3%
600,000
V icon
58
Visa
V
$613B
$4.35M 0.29%
14,382
+2,027
GLD icon
59
SPDR Gold Trust
GLD
$139B
$4.28M 0.28%
9,975
+69
TYG
60
Tortoise Energy Infrastructure Corp
TYG
$923M
$4.24M 0.28%
85,000
PFE icon
61
Pfizer
PFE
$149B
$4.16M 0.27%
148,045
-1,286
SPYM
62
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$4.12M 0.27%
53,788
+5,608
IWM icon
63
iShares Russell 2000 ETF
IWM
$80.9B
$4.06M 0.27%
16,382
-7,329
ANET icon
64
Arista Networks
ANET
$206B
$4.05M 0.27%
33,042
-2,804
VIOO icon
65
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.02B
$4M 0.26%
34,807
+20
VGT icon
66
Vanguard Information Technology ETF
VGT
$142B
$3.94M 0.26%
45,168
-2,584
WMT icon
67
Walmart Inc
WMT
$963B
$3.89M 0.26%
31,284
-413
CSCO icon
68
Cisco
CSCO
$477B
$3.85M 0.25%
49,605
-7,580
IWV icon
69
iShares Russell 3000 ETF
IWV
$19.3B
$3.81M 0.25%
10,279
+16
ACWX icon
70
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$3.74M 0.25%
54,638
IEFA icon
71
iShares Core MSCI EAFE ETF
IEFA
$186B
$3.71M 0.24%
40,997
-2,995
MA icon
72
Mastercard
MA
$433B
$3.67M 0.24%
7,354
+457
JNJ icon
73
Johnson & Johnson
JNJ
$580B
$3.64M 0.24%
14,888
-218
BMNR
74
BitMine Immersion Technologies
BMNR
$9.18B
$3.57M 0.23%
180,707
CAT icon
75
Caterpillar
CAT
$419B
$3.48M 0.23%
4,914
-233
1 2
3
4 5