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
76
$602K 0.14%
4,668
-645
77
$591K 0.14%
2,140
+74
78
$580K 0.13%
5,549
+1,715
79
$575K 0.13%
2,091
-481
80
$553K 0.13%
2,396
+1,273
81
$549K 0.13%
13,084
82
$537K 0.12%
2,859
+1,238
83
$535K 0.12%
8,960
+750
84
$511K 0.12%
21,236
+9,547
85
$511K 0.12%
+4,369
86
$507K 0.12%
+5,318
87
$496K 0.12%
5,761
+1,338
88
$491K 0.11%
1,267
+250
89
$486K 0.11%
6,556
90
$486K 0.11%
3,850
+962
91
$484K 0.11%
2,939
+192
92
$484K 0.11%
7,780
93
$479K 0.11%
2,315
+7
94
$479K 0.11%
65,471
+1,528
95
$477K 0.11%
10,906
+2,072
96
$475K 0.11%
4,429
+824
97
$472K 0.11%
2,595
-158
98
$454K 0.11%
+12,654
99
$451K 0.1%
8,046
-539
100
$448K 0.1%
5,198
+1,505
2 3
4
5 6