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
101
$360K 0.14%
7,120
102
$354K 0.14%
+7,593
103
$352K 0.14%
27,184
+2,608
104
$341K 0.13%
2,006
+172
105
$338K 0.13%
3,251
+495
106
$338K 0.13%
2,271
-7
107
$336K 0.13%
1,640
-51
108
$327K 0.13%
27,089
+9,065
109
$320K 0.13%
1
110
$318K 0.13%
6,134
+3,276
111
$313K 0.12%
1,414
+158
112
$312K 0.12%
2,883
-840
113
$310K 0.12%
3,393
+122
114
$304K 0.12%
8,350
+1,260
115
$300K 0.12%
1,298
+60
116
$297K 0.12%
1,887
-328
117
$291K 0.11%
+170
118
$289K 0.11%
4,788
119
$286K 0.11%
2,800
+330
120
$285K 0.11%
8,098
-400
121
$284K 0.11%
4,494
-1,884
122
$280K 0.11%
+560
123
$277K 0.11%
1,681
+9
124
$276K 0.11%
8,035
+35
125
$275K 0.11%
1,083
+175
3 4
5
6 7