C

Certuity Portfolio holdings

AUM $1.06B
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$1.84M
3
+$1.65M
4
AAPL icon
Apple
AAPL
+$1.26M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$2.26M
2
+$1.75M
3
+$1.61M
4
ACM icon
Aecom
ACM
+$914K
5
KBE icon
SPDR S&P Bank ETF
KBE
+$587K

Sector Composition

1 Technology 16.21%
2 Communication Services 3.91%
3 Financials 3.88%
4 Consumer Discretionary 3.75%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.32%
2,409
+12
52
$802K 0.32%
8,336
+1,212
53
$781K 0.31%
2,475
+65
54
$774K 0.31%
+4,108
55
$730K 0.29%
24,560
56
$728K 0.29%
2,052
+526
57
$717K 0.28%
20,970
-500
58
$711K 0.28%
2,417
+1,018
59
$707K 0.28%
3,702
+388
60
$699K 0.28%
10,988
-875
61
$699K 0.28%
11,758
+1,046
62
$698K 0.28%
35,857
-130
63
$689K 0.27%
3,518
64
$673K 0.27%
4,711
+353
65
$658K 0.26%
1,400
+85
66
$613K 0.24%
5,207
+717
67
$601K 0.24%
10,394
-563
68
$600K 0.24%
27,029
69
$591K 0.23%
4,709
+2,048
70
$584K 0.23%
1,899
+100
71
$568K 0.22%
37,618
+736
72
$546K 0.22%
1,751
+889
73
$544K 0.21%
1,960
+378
74
$526K 0.21%
10,078
75
$523K 0.21%
8,682
+3,326
1 2
3
4 5