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
$1.46B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1 +$56.5M
2 +$55.5M
3 +$45M
4
NVDA icon
NVIDIA
NVDA
+$35.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.2M

Top Sells

1 +$841K
2 +$665K
3 +$528K
4
AMZN icon
Amazon
AMZN
+$343K
5
PDYN icon
Palladyne AI
PDYN
+$280K

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
IAU icon
126
iShares Gold Trust
IAU
$67.1B
$1.42M 0.1%
19,545
+11
COP icon
127
ConocoPhillips
COP
$118B
$1.42M 0.1%
14,995
+1,547
CTAS icon
128
Cintas
CTAS
$75.4B
$1.4M 0.1%
6,825
+3,925
ADP icon
129
Automatic Data Processing
ADP
$108B
$1.4M 0.1%
4,770
+891
FBK icon
130
FB Financial Corp
FBK
$3.16B
$1.39M 0.1%
268,039
+247,511
GS icon
131
Goldman Sachs
GS
$266B
$1.38M 0.09%
1,733
+262
FTEC icon
132
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$1.36M 0.09%
6,108
+2,500
DIS icon
133
Walt Disney
DIS
$199B
$1.34M 0.09%
11,732
-199
ETN icon
134
Eaton
ETN
$129B
$1.34M 0.09%
3,574
+1,676
UNH icon
135
UnitedHealth
UNH
$310B
$1.32M 0.09%
3,828
+1,076
AIQ icon
136
Global X Artificial Intelligence & Technology ETF
AIQ
$7.03B
$1.32M 0.09%
26,698
+11,232
ORLY icon
137
O'Reilly Automotive
ORLY
$79.4B
$1.32M 0.09%
12,206
+6,330
BK icon
138
Bank of New York Mellon
BK
$81.6B
$1.3M 0.09%
11,905
+824
NEM icon
139
Newmont
NEM
$107B
$1.3M 0.09%
15,368
+6,262
SYK icon
140
Stryker
SYK
$135B
$1.26M 0.09%
3,413
+2,635
NOW icon
141
ServiceNow
NOW
$179B
$1.24M 0.09%
1,351
+685
REGN icon
142
Regeneron Pharmaceuticals
REGN
$77.9B
$1.22M 0.08%
2,173
+214
LOW icon
143
Lowe's Companies
LOW
$139B
$1.21M 0.08%
4,824
+1,597
VO icon
144
Vanguard Mid-Cap ETF
VO
$90.6B
$1.17M 0.08%
3,980
+1,415
AMP icon
145
Ameriprise Financial
AMP
$45.9B
$1.17M 0.08%
2,378
-135
HACK icon
146
Amplify Cybersecurity ETF
HACK
$2.2B
$1.16M 0.08%
13,375
APP icon
147
Applovin
APP
$227B
$1.16M 0.08%
1,615
+140
SCHW icon
148
Charles Schwab
SCHW
$172B
$1.16M 0.08%
12,103
+8,904
SPGI icon
149
S&P Global
SPGI
$152B
$1.15M 0.08%
2,357
+980
MCK icon
150
McKesson
MCK
$100B
$1.12M 0.08%
1,454
+749