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
151
$236K 0.09%
+6,452
152
$235K 0.09%
9,736
+371
153
$232K 0.09%
+3,882
154
$231K 0.09%
+1,058
155
$231K 0.09%
1,183
-53
156
$228K 0.09%
4,357
157
$223K 0.09%
+5,001
158
$222K 0.09%
+1,488
159
$220K 0.09%
+3,734
160
$220K 0.09%
+575
161
$215K 0.08%
6,004
-617
162
$211K 0.08%
1,430
-51
163
$210K 0.08%
+3,303
164
$207K 0.08%
+5,052
165
$206K 0.08%
1,109
-452
166
$202K 0.08%
37,329
-296
167
$200K 0.08%
+4,116
168
$197K 0.08%
+10,500
169
$190K 0.08%
1,150
+108
170
$178K 0.07%
10,550
-150
171
$174K 0.07%
+1,219
172
$170K 0.07%
+7,884
173
$160K 0.06%
11,406
174
$115K 0.05%
1,370
175
$105K 0.04%
+10,000
4 5 6
7
8