C
Certuity Portfolio holdings
AUM
$1.06B
1-Year Return
23.75%
This Quarter Return
+10.12%
1 Year Return
+23.75%
3 Year Return
+94.1%
5 Year Return
+148.59%
10 Year Return
–
AUM
$243M
AUM Growth
+$36.8M
(+18%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
7.75%
Top 10 Holdings %
Top 10 Hldgs %
52.5%
Holding
196
New
33
Increased
86
Reduced
32
Closed
16
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5.51M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$1.84M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.65M |
| 4 |
Apple
AAPL
|
$1.26M |
| 5 |
Amazon
AMZN
|
$1.1M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$2.26M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.75M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$1.61M |
| 4 |
Aecom
ACM
|
$914K |
| 5 |
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% |
