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
$677M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.46M
3
+$5.83M
4
BABA icon
Alibaba
BABA
+$3.96M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.28M

Top Sells

1
+$17.1M
2
+$4.14M
3
+$3.67M
4
BNO icon
United States Brent Oil Fund
BNO
+$3.18M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.03M

Sector Composition

1 Financials 19.2%
2 Technology 9.68%
3 Energy 8.74%
4 Industrials 5.53%
5 Consumer Discretionary 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.05%
6,092
152
$319K 0.05%
2,506
+174
153
$313K 0.05%
17,126
154
$311K 0.05%
987
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155
$310K 0.05%
2,430
-395
156
$309K 0.05%
+3,062
157
$309K 0.05%
1,855
+46
158
$309K 0.05%
4,005
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159
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1,332
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160
$302K 0.04%
2,183
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161
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2,007
162
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1,202
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163
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1,616
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164
$291K 0.04%
1,594
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165
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+2,364
166
$288K 0.04%
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167
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168
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169
$278K 0.04%
11,874
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170
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599
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171
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3,332
172
$275K 0.04%
666
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173
$268K 0.04%
753
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174
$266K 0.04%
461
-108
175
$266K 0.04%
1,276
-61
5 6
7
8 9