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
101
$1.28M 0.13%
7,000
+177
102
$1.27M 0.13%
12,336
+2,337
103
$1.26M 0.13%
3,440
+79
104
$1.24M 0.13%
4,063
-326
105
$1.23M 0.13%
5,956
+3,828
106
$1.23M 0.13%
2,539
-336
107
$1.22M 0.13%
13,167
108
$1.21M 0.13%
3,421
+189
109
$1.19M 0.12%
13,973
-160
110
$1.17M 0.12%
20,733
+856
111
$1.17M 0.12%
3,786
112
$1.15M 0.12%
19,534
+1,650
113
$1.13M 0.12%
10,082
+1,687
114
$1.1M 0.12%
2,222
+290
115
$1.1M 0.12%
9,913
+23
116
$1.07M 0.11%
21,565
+15,445
117
$1.07M 0.11%
8,074
+1,853
118
$1.02M 0.11%
6,191
+4,805
119
$1.02M 0.11%
45,847
+282
120
$1.01M 0.11%
6,553
+2,677
121
$983K 0.1%
16,718
+9,241
122
$972K 0.1%
15,319
+2,442
123
$963K 0.1%
13,375
+3
124
$955K 0.1%
10,218
-197
125
$952K 0.1%
+20,528
3 4
5
6 7