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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
176
$858K 0.06%
14,382
-91
177
$858K 0.06%
+4,112
178
$848K 0.06%
21,994
179
$844K 0.06%
105
+7
180
$809K 0.06%
3,103
+1,024
181
$799K 0.05%
22,451
+505
182
$798K 0.05%
2,513
+1,324
183
$783K 0.05%
9,226
+6,962
184
$783K 0.05%
5,756
-52
185
$782K 0.05%
5,569
+1,597
186
$780K 0.05%
6,581
-217
187
$779K 0.05%
4,802
+173
188
$772K 0.05%
1,591
+788
189
$770K 0.05%
795
+90
190
$759K 0.05%
10,298
-378
191
$759K 0.05%
3,806
+36
192
$752K 0.05%
5,342
+349
193
$740K 0.05%
6,127
+3,758
194
$737K 0.05%
2,897
+1,564
195
$729K 0.05%
13,788
-1
196
$707K 0.05%
9,887
-533
197
$703K 0.05%
8,359
-193
198
$703K 0.05%
1,479
+260
199
$702K 0.05%
4,928
+3,161
200
$693K 0.05%
7,276
6 7
8
9 10