C
Certuity Portfolio holdings
AUM
$1.06B
This Quarter Return
+8.94%
1 Year Return
+23.75%
3 Year Return
+94.1%
5 Year Return
+148.59%
10 Year Return
–
AUM
$199M
AUM Growth
–
Cap. Flow
+$199M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.36%
Holding
179
New
179
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$30.5M |
| 2 |
Apple
AAPL
|
$17.2M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$14.2M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.8M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.81% |
| 2 | Healthcare | 4.95% |
| 3 | Financials | 4.27% |
| 4 | Communication Services | 3.77% |
| 5 | Energy | 2.98% |
