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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
201
$689K 0.05%
1,447
+745
202
$684K 0.05%
1,002
+4
203
$682K 0.05%
30,270
204
$680K 0.05%
3,181
+1,631
205
$671K 0.05%
9,149
+1,677
206
$668K 0.05%
7,900
+2,904
207
$666K 0.05%
3,252
-171
208
$666K 0.05%
5,987
209
$665K 0.05%
3,099
-372
210
$662K 0.05%
2,346
+232
211
$661K 0.05%
1,909
+627
212
$661K 0.05%
1,444
+582
213
$660K 0.05%
3,541
-2
214
$652K 0.04%
17,031
+3,935
215
$641K 0.04%
15,340
216
$640K 0.04%
6,999
-148
217
$639K 0.04%
2,473
+24
218
$638K 0.04%
1,511
+560
219
$637K 0.04%
29,539
-1,409
220
$635K 0.04%
2,329
+774
221
$630K 0.04%
+8,582
222
$624K 0.04%
4,514
+830
223
$621K 0.04%
533
+164
224
$617K 0.04%
12,586
+1,603
225
$610K 0.04%
9,302
7 8
9
10 11