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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
151
$1.12M 0.08%
7,650
+1,634
152
$1.09M 0.07%
24,187
+7,864
153
$1.07M 0.07%
5,037
+1,719
154
$1.06M 0.07%
9,442
+3,361
155
$1.04M 0.07%
15,812
+3,366
156
$1.04M 0.07%
10,374
+144
157
$1.03M 0.07%
20,907
+2,116
158
$1.02M 0.07%
3,282
+798
159
$1.01M 0.07%
15,484
+1,076
160
$998K 0.07%
12,395
-6,560
161
$988K 0.07%
18,505
-86
162
$972K 0.07%
21,768
+1,546
163
$971K 0.07%
1,280
+620
164
$958K 0.07%
2,811
+859
165
$939K 0.06%
22,381
+6,625
166
$933K 0.06%
3,085
+9
167
$923K 0.06%
5,517
+696
168
$910K 0.06%
2,739
+1,293
169
$908K 0.06%
25,626
-772
170
$899K 0.06%
8,096
+43
171
$892K 0.06%
25,359
-1
172
$889K 0.06%
6,778
+602
173
$886K 0.06%
1,980
-94
174
$883K 0.06%
16,293
+7,976
175
$867K 0.06%
3,073
+406
5 6
7
8 9