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
$431M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$1.92M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$836K

Top Sells

1
+$1.94M
2
+$1.29M
3
+$1.29M
4
MET icon
MetLife
MET
+$1.07M
5
AAPL icon
Apple
AAPL
+$999K

Sector Composition

1 Energy 9.89%
2 Technology 8.58%
3 Healthcare 3.52%
4 Consumer Discretionary 3.21%
5 Financials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.24%
12,298
+6,496
52
$995K 0.23%
9,621
+45
53
$994K 0.23%
4,145
+2,358
54
$948K 0.22%
25,970
+820
55
$943K 0.22%
50,448
-4,265
56
$932K 0.22%
9,431
-1,028
57
$862K 0.2%
83,110
58
$855K 0.2%
60,555
+18,759
59
$854K 0.2%
5,226
+1,614
60
$837K 0.19%
57,918
61
$826K 0.19%
81,784
-1,589
62
$784K 0.18%
8,310
+371
63
$771K 0.18%
2,710
+205
64
$733K 0.17%
9,137
-87
65
$730K 0.17%
2,541
-101
66
$691K 0.16%
2,589
-747
67
$687K 0.16%
1,454
+82
68
$685K 0.16%
4,764
+224
69
$671K 0.16%
10,874
+7,497
70
$669K 0.16%
36,722
-11,358
71
$632K 0.15%
18,116
-597
72
$631K 0.15%
16,359
+971
73
$629K 0.15%
7,424
+4,207
74
$629K 0.15%
24,560
75
$618K 0.14%
22,893
+1,639
1 2
3
4 5