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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
126
$1.42M 0.1%
19,545
+11
127
$1.42M 0.1%
14,995
+1,547
128
$1.4M 0.1%
6,825
+3,925
129
$1.4M 0.1%
4,770
+891
130
$1.39M 0.1%
268,039
+247,511
131
$1.38M 0.09%
1,733
+262
132
$1.36M 0.09%
6,108
+2,500
133
$1.34M 0.09%
11,732
-199
134
$1.34M 0.09%
3,574
+1,676
135
$1.32M 0.09%
3,828
+1,076
136
$1.32M 0.09%
26,698
+11,232
137
$1.32M 0.09%
12,206
+6,330
138
$1.3M 0.09%
11,905
+824
139
$1.3M 0.09%
15,368
+6,262
140
$1.26M 0.09%
3,413
+2,635
141
$1.24M 0.09%
6,755
+3,425
142
$1.22M 0.08%
2,173
+214
143
$1.21M 0.08%
4,824
+1,597
144
$1.17M 0.08%
15,920
+5,660
145
$1.17M 0.08%
2,378
-135
146
$1.16M 0.08%
13,375
147
$1.16M 0.08%
1,615
+140
148
$1.16M 0.08%
12,103
+8,904
149
$1.15M 0.08%
2,357
+980
150
$1.12M 0.08%
1,454
+749
4 5
6
7 8