C

Certuity Portfolio holdings

AUM $1.59B
1-Year Est. Return 36.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$1.92M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$836K

Top Sells

1
+$1.94M
2
+$1.29M
3
+$1.29M
4
MET icon
MetLife
MET
+$1.07M
5
AAPL icon
Apple
AAPL
+$999K

Sector Composition

1 Energy 9.89%
2 Technology 8.58%
3 Healthcare 3.52%
4 Consumer Discretionary 3.21%
5 Financials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
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