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
126
$273K 0.11%
4,764
127
$271K 0.11%
+7,786
128
$267K 0.11%
1,383
+147
129
$266K 0.11%
4,466
+1,035
130
$266K 0.11%
5,460
-411
131
$266K 0.11%
+2,066
132
$263K 0.1%
2,007
133
$260K 0.1%
4,370
-256
134
$259K 0.1%
2,197
+12
135
$258K 0.1%
+3,147
136
$257K 0.1%
+5,400
137
$255K 0.1%
3,332
138
$255K 0.1%
8,444
-860
139
$254K 0.1%
+2,332
140
$254K 0.1%
+5,458
141
$251K 0.1%
+4,800
142
$251K 0.1%
2,284
+197
143
$248K 0.1%
+5,067
144
$246K 0.1%
+3,036
145
$244K 0.1%
+503
146
$244K 0.1%
1,999
+5
147
$243K 0.1%
6,421
148
$242K 0.1%
2,802
+6
149
$238K 0.09%
1,353
150
$237K 0.09%
2,033
-152
4 5
6
7 8