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
$431M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$1.92M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$836K

Top Sells

1
+$1.94M
2
+$1.29M
3
+$1.29M
4
MET icon
MetLife
MET
+$1.07M
5
AAPL icon
Apple
AAPL
+$999K

Sector Composition

1 Energy 9.89%
2 Technology 8.58%
3 Healthcare 3.52%
4 Consumer Discretionary 3.21%
5 Financials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$317K 0.07%
18,764
-2,135
127
$316K 0.07%
5,633
+1,821
128
$310K 0.07%
660
-753
129
$303K 0.07%
1,465
-89
130
$300K 0.07%
5,435
-129
131
$299K 0.07%
2,647
-1,351
132
$297K 0.07%
21,225
+36
133
$295K 0.07%
1,577
+199
134
$292K 0.07%
+1,887
135
$291K 0.07%
+1,550
136
$287K 0.07%
7,559
-2,290
137
$285K 0.07%
+9,438
138
$283K 0.07%
+3,612
139
$280K 0.07%
6,092
140
$277K 0.06%
+1,128
141
$277K 0.06%
4,536
+1,008
142
$273K 0.06%
3,917
-203
143
$273K 0.06%
2,091
+215
144
$272K 0.06%
494
+169
145
$270K 0.06%
1,252
+131
146
$270K 0.06%
6,171
147
$265K 0.06%
161
-84
148
$264K 0.06%
8,986
-1,724
149
$262K 0.06%
1,397
-579
150
$258K 0.06%
+8,600
4 5
6
7 8