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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
76
$2.92M 0.2%
10,374
+3,003
77
$2.91M 0.2%
7,957
+1
78
$2.83M 0.19%
15,262
+2,895
79
$2.82M 0.19%
12,164
-270
80
$2.71M 0.19%
102,887
+52
81
$2.63M 0.18%
32,952
+978
82
$2.53M 0.17%
13,344
+8,284
83
$2.45M 0.17%
9,907
+5,915
84
$2.43M 0.17%
5,091
-301
85
$2.41M 0.17%
17,120
+258
86
$2.41M 0.17%
33,872
+1,267
87
$2.39M 0.16%
300,000
+157,500
88
$2.34M 0.16%
5,781
+2,375
89
$2.34M 0.16%
46,844
+1,186
90
$2.28M 0.16%
27,171
+8,746
91
$2.27M 0.16%
28,450
92
$2.26M 0.16%
6,403
+762
93
$2.21M 0.15%
15,270
+7,466
94
$2.17M 0.15%
10,050
+2,750
95
$2.15M 0.15%
5,498
+2,189
96
$2.14M 0.15%
22,912
+13,398
97
$2.07M 0.14%
56,435
98
$2.04M 0.14%
70,240
+44,758
99
$2.02M 0.14%
64,212
+903
100
$2M 0.14%
23,485
2 3
4
5 6