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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
101
$1.95M 0.13%
4,625
+3,581
102
$1.94M 0.13%
22,206
+14,558
103
$1.93M 0.13%
13,499
-103
104
$1.91M 0.13%
7,020
-32
105
$1.9M 0.13%
3,871
+491
106
$1.87M 0.13%
11,578
-476
107
$1.86M 0.13%
103,890
+880
108
$1.81M 0.12%
27,341
+16,054
109
$1.75M 0.12%
26,056
+954
110
$1.73M 0.12%
3,720
+102
111
$1.72M 0.12%
9,375
+1,354
112
$1.63M 0.11%
5,349
-68
113
$1.62M 0.11%
12,082
+3,891
114
$1.6M 0.11%
29,790
+11,229
115
$1.59M 0.11%
13,216
+15
116
$1.59M 0.11%
10,319
-1,381
117
$1.58M 0.11%
6,683
-55
118
$1.56M 0.11%
9,262
+7,948
119
$1.54M 0.11%
5,451
+1,613
120
$1.54M 0.11%
5,501
+3,092
121
$1.51M 0.1%
6,124
+4,622
122
$1.5M 0.1%
56,286
123
$1.49M 0.1%
9,995
+56
124
$1.48M 0.1%
15,349
-677
125
$1.46M 0.1%
8,785
+3,042
3 4
5
6 7