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
101
$441K 0.1%
8,809
-8,833
102
$435K 0.1%
15,416
-8,604
103
$432K 0.1%
2,526
+745
104
$423K 0.1%
1,643
+296
105
$415K 0.1%
1,813
+599
106
$410K 0.1%
+14,500
107
$409K 0.1%
10,540
-1,692
108
$407K 0.09%
3,221
-433
109
$387K 0.09%
1,025
+12
110
$382K 0.09%
905
+75
111
$375K 0.09%
2,151
112
$360K 0.08%
1,599
-371
113
$358K 0.08%
4,566
114
$353K 0.08%
7,960
+1,630
115
$352K 0.08%
20,308
116
$346K 0.08%
5,461
+1,667
117
$343K 0.08%
15,445
+45
118
$335K 0.08%
2,239
+202
119
$331K 0.08%
3,426
+817
120
$331K 0.08%
3,934
+526
121
$330K 0.08%
7,623
-1,680
122
$329K 0.08%
8,529
+470
123
$325K 0.08%
2,406
-63
124
$325K 0.08%
9,288
-1,314
125
$323K 0.08%
2,089
-480
3 4
5
6 7