C

Certuity Portfolio holdings

AUM $1.46B
1-Year Est. Return 30.43%
This Quarter Est. Return
1 Year Est. Return
+30.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$953M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$13.4M
3
+$11M
4
UBER icon
Uber
UBER
+$4.8M
5
MU icon
Micron Technology
MU
+$4.41M

Top Sells

1
+$14M
2
+$8.87M
3
+$7.61M
4
GEV icon
GE Vernova
GEV
+$5.34M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Financials 27.65%
2 Technology 17.21%
3 Industrials 7.68%
4 Communication Services 5.93%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.64M 0.38%
21,676
+2,843
52
$3.44M 0.36%
93,704
+17,593
53
$3.4M 0.36%
37,016
+15,026
54
$3.36M 0.35%
6,013
-433
55
$3.31M 0.35%
34,331
56
$3.3M 0.35%
10,375
+20
57
$3.25M 0.34%
19,424
-1,616
58
$3.12M 0.33%
67,065
-3,187
59
$3.12M 0.33%
14,876
+2,912
60
$2.91M 0.31%
47,097
+3,911
61
$2.85M 0.3%
51,437
62
$2.84M 0.3%
32,270
+6,382
63
$2.72M 0.29%
4,966
-265
64
$2.63M 0.28%
33,887
+1,548
65
$2.5M 0.26%
126,373
-514
66
$2.45M 0.26%
7,980
-384
67
$2.38M 0.25%
4,392
+47
68
$2.28M 0.24%
6,914
+878
69
$2.27M 0.24%
13,709
-68
70
$2.25M 0.24%
56,435
71
$2.25M 0.24%
23,472
-745
72
$2.23M 0.23%
102,478
+3
73
$2.22M 0.23%
7,118
+1,467
74
$2.21M 0.23%
63,273
+30,017
75
$2.18M 0.23%
42,884
-1,376
1 2
3
4 5