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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
$1.46B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$161M
3
+$120M
4
OMF icon
OneMain Financial
OMF
+$59.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$53.4M

Top Sells

1
+$724K
2
+$656K
3
+$503K
4
AMZN icon
Amazon
AMZN
+$354K
5
KVUE icon
Kenvue
KVUE
+$271K

Sector Composition

1 Financials 27.37%
2 Technology 18.18%
3 Industrials 7.56%
4 Communication Services 5.55%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.63M 0.32%
38,590
+6,420
52
$4.61M 0.32%
76,877
+23,302
53
$4.35M 0.3%
4,698
+2,767
54
$4.34M 0.3%
5,694
+508
55
$4.29M 0.29%
62,702
+15,828
56
$4.14M 0.28%
29,729
-138
57
$3.94M 0.27%
154,627
+4,929
58
$3.9M 0.27%
42,541
+7,486
59
$3.88M 0.27%
10,241
-154
60
$3.82M 0.26%
40,976
+1,496
61
$3.79M 0.26%
34,331
62
$3.79M 0.26%
11,099
+734
63
$3.66M 0.25%
85,000
64
$3.65M 0.25%
6,414
+1,443
65
$3.63M 0.25%
23,387
+7,512
66
$3.51M 0.24%
9,876
+4,694
67
$3.5M 0.24%
152,699
+30,128
68
$3.45M 0.24%
23,239
-106
69
$3.39M 0.23%
52,170
70
$3.24M 0.22%
31,396
+2,769
71
$3.17M 0.22%
250,000
72
$3.14M 0.22%
23,443
-2,002
73
$3.05M 0.21%
207,936
-541
74
$2.97M 0.2%
16,290
-1,069
75
$2.96M 0.2%
127,197
1 2
3
4 5