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
76
$2.15M 0.23%
150,000
77
$2M 0.21%
28,450
+3,996
78
$1.99M 0.21%
5,354
-470
79
$1.92M 0.2%
5,013
+546
80
$1.87M 0.2%
6,957
+59
81
$1.8M 0.19%
1,909
-175
82
$1.78M 0.19%
6,199
+3,237
83
$1.74M 0.18%
23,485
+1,017
84
$1.72M 0.18%
10,071
-4,338
85
$1.7M 0.18%
32,045
+47
86
$1.68M 0.18%
23,127
+2,537
87
$1.58M 0.17%
344
+10
88
$1.55M 0.16%
18,341
+2,128
89
$1.55M 0.16%
17,269
-2,212
90
$1.54M 0.16%
3,170
-132
91
$1.5M 0.16%
15,198
+933
92
$1.5M 0.16%
2,359
+945
93
$1.49M 0.16%
13,592
+74
94
$1.48M 0.16%
3,533
-1,193
95
$1.44M 0.15%
13,735
-55
96
$1.42M 0.15%
7,912
-513
97
$1.41M 0.15%
2,685
-140
98
$1.37M 0.14%
56,286
+5,397
99
$1.3M 0.14%
4,290
-201
100
$1.29M 0.14%
+103,051
2 3
4
5 6