C

Certuity Portfolio holdings

AUM $1.59B
1-Year Est. Return 36.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$1.91M
3
+$1.28M
4
ACM icon
Aecom
ACM
+$871K
5
NLY icon
Annaly Capital Management
NLY
+$755K

Top Sells

1
+$1.89M
2
+$1.46M
3
+$899K
4
ISRG icon
Intuitive Surgical
ISRG
+$857K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$787K

Sector Composition

1 Technology 13.92%
2 Financials 3.45%
3 Communication Services 3.44%
4 Consumer Discretionary 2.56%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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