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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
$1.52B
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.26M
3
+$6.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.97M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M

Top Sells

1
+$246M
2
+$237M
3
+$124M
4
OMF icon
OneMain Financial
OMF
+$59.3M
5
NOC icon
Northrop Grumman
NOC
+$14.4M

Sector Composition

1 Financials 22.61%
2 Technology 20.26%
3 Industrials 7.02%
4 Communication Services 5.35%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGK icon
176
Vanguard Mega Cap Growth ETF
MGK
$33.1B
$913K 0.06%
12,420
+5
ITW icon
177
Illinois Tool Works
ITW
$74.1B
$910K 0.06%
3,497
-228
LOW icon
178
Lowe's Companies
LOW
$124B
$905K 0.06%
3,830
-1,221
GEV icon
179
GE Vernova
GEV
$253B
$893K 0.06%
1,028
+113
ISRG icon
180
Intuitive Surgical
ISRG
$146B
$891K 0.06%
1,933
+16
XBI icon
181
State Street SPDR S&P Biotech ETF
XBI
$8.09B
$890K 0.06%
6,970
-142
CMI icon
182
Cummins
CMI
$91B
$884K 0.06%
1,643
+138
NET icon
183
Cloudflare
NET
$81.1B
$881K 0.06%
4,271
+1,115
EXPE icon
184
Expedia Group
EXPE
$27B
$879K 0.06%
3,808
-193
BBAX icon
185
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.37B
$878K 0.06%
+14,765
AMGN icon
186
Amgen
AMGN
$192B
$871K 0.06%
2,475
-304
CF icon
187
CF Industries
CF
$16.8B
$866K 0.06%
6,668
+3,446
NEE icon
188
NextEra Energy
NEE
$179B
$859K 0.06%
9,248
-623
EFV icon
189
iShares MSCI EAFE Value ETF
EFV
$26.8B
$858K 0.06%
+11,547
DFAC icon
190
Dimensional US Core Equity 2 ETF
DFAC
$46.7B
$855K 0.06%
21,994
SCHD icon
191
Schwab US Dividend Equity ETF
SCHD
$96.5B
$848K 0.06%
21,946
+1
TWLO icon
192
Twilio
TWLO
$31B
$847K 0.06%
6,735
+3,354
CRUS icon
193
Cirrus Logic
CRUS
$8.28B
$846K 0.06%
5,849
+1,039
MRVL icon
194
Marvell Technology
MRVL
$245B
$816K 0.05%
8,279
-99
ALSN icon
195
Allison Transmission
ALSN
$9.73B
$808K 0.05%
6,901
-3,512
VGIT icon
196
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$807K 0.05%
+13,554
HLT icon
197
Hilton Worldwide
HLT
$78.8B
$786K 0.05%
2,585
+960
DIS icon
198
Walt Disney
DIS
$174B
$786K 0.05%
8,156
-1,117
VOOV icon
199
Vanguard S&P 500 Value ETF
VOOV
$6.48B
$783K 0.05%
3,841
+18
IVW icon
200
iShares S&P 500 Growth ETF
IVW
$73.2B
$775K 0.05%
6,854
+727
6 7
8
9 10