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
176
$261K 0.04%
6,895
+110
177
$255K 0.04%
3,705
+481
178
$255K 0.04%
+310
179
$253K 0.04%
2,603
+83
180
$249K 0.04%
1,087
+71
181
$247K 0.04%
+4,670
182
$242K 0.04%
3,519
+68
183
$241K 0.04%
699
+59
184
$240K 0.04%
+352
185
$238K 0.04%
4,357
186
$238K 0.04%
+1,054
187
$237K 0.04%
4,714
+66
188
$237K 0.04%
1,601
-31
189
$236K 0.03%
569
+21
190
$228K 0.03%
2,359
-1
191
$225K 0.03%
4,715
+6
192
$221K 0.03%
+4,534
193
$218K 0.03%
6,767
+13
194
$215K 0.03%
2,844
+34
195
$215K 0.03%
1,557
196
$213K 0.03%
702
197
$211K 0.03%
947
+86
198
$211K 0.03%
2,315
-2,251
199
$210K 0.03%
5,227
-1,235
200
$210K 0.03%
+2,212
6 7
8
9 10