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
76
$523K 0.21%
6,925
77
$502K 0.2%
31,811
+1,427
78
$482K 0.19%
2,954
79
$465K 0.18%
3,345
+1,072
80
$465K 0.18%
8,960
+1,000
81
$464K 0.18%
10,040
+1,316
82
$459K 0.18%
12,343
+584
83
$457K 0.18%
32,777
+9,824
84
$447K 0.18%
33,600
85
$446K 0.18%
7,474
+610
86
$446K 0.18%
14,469
+2,434
87
$438K 0.17%
3,161
+555
88
$438K 0.17%
55,100
+675
89
$436K 0.17%
5,075
+629
90
$427K 0.17%
5,393
+1,731
91
$412K 0.16%
1,484
+20
92
$406K 0.16%
1,363
+113
93
$406K 0.16%
9,210
-464
94
$392K 0.15%
9,963
+1,533
95
$391K 0.15%
25,000
96
$386K 0.15%
4,470
97
$376K 0.15%
+766
98
$376K 0.15%
3,243
99
$370K 0.15%
4,224
+579
100
$367K 0.14%
+2,253
2 3
4
5 6