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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
NFLX icon
76
Netflix
NFLX
$338B
$3.39M 0.22%
34,952
+358
RIVN icon
77
Rivian
RIVN
$22.5B
$3.22M 0.21%
214,123
+6,287
MRK icon
78
Merck
MRK
$294B
$3.12M 0.2%
25,914
+4,254
SHOP icon
79
Shopify
SHOP
$140B
$2.85M 0.19%
24,295
+930
IWB icon
80
iShares Russell 1000 ETF
IWB
$48B
$2.84M 0.19%
7,958
+1
ABBV icon
81
AbbVie
ABBV
$402B
$2.77M 0.18%
12,749
+637
RF icon
82
Regions Financial
RF
$25B
$2.74M 0.18%
105,092
+2,030
VRTX icon
83
Vertex Pharmaceuticals
VRTX
$113B
$2.65M 0.17%
5,929
-510
SCHF icon
84
Schwab International Equity ETF
SCHF
$66.2B
$2.64M 0.17%
106,494
PLTR icon
85
Palantir
PLTR
$307B
$2.61M 0.17%
17,892
+1,014
TPL icon
86
Texas Pacific Land
TPL
$26.1B
$2.6M 0.17%
5,474
+2,254
AMD icon
87
Advanced Micro Devices
AMD
$834B
$2.43M 0.16%
11,962
+840
VGK icon
88
Vanguard FTSE Europe ETF
VGK
$30.3B
$2.39M 0.16%
29,000
+500
DBJP icon
89
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$666M
$2.37M 0.16%
23,485
SYF icon
90
Synchrony
SYF
$24.7B
$2.37M 0.16%
34,869
+41
KO icon
91
Coca-Cola
KO
$355B
$2.34M 0.15%
30,744
+74
LLY icon
92
Eli Lilly
LLY
$1.01T
$2.32M 0.15%
2,537
-229
MPWR icon
93
Monolithic Power Systems
MPWR
$77.5B
$2.3M 0.15%
2,102
+628
RDVY icon
94
First Trust Rising Dividend Achievers ETF
RDVY
$23.4B
$2.29M 0.15%
33,498
-726
TSM icon
95
TSMC
TSM
$2.2T
$2.22M 0.15%
6,570
+575
INCY icon
96
Incyte
INCY
$21.7B
$2.21M 0.14%
23,438
+3,385
XLK icon
97
State Street Technology Select Sector SPDR ETF
XLK
$121B
$2.15M 0.14%
16,212
+763
CPRT icon
98
Copart
CPRT
$28.5B
$2.13M 0.14%
64,123
+31,230
CART icon
99
Maplebear
CART
$9.69B
$2.12M 0.14%
56,492
+57
QQQM icon
100
Invesco NASDAQ 100 ETF
QQQM
$95.2B
$2.05M 0.13%
8,634
-1,769
2 3
4
5 6