Portfolio (Quarterly)
Guide ↗
CERTUITY, LLC
· CIK 0001800752| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | AYI | ACUITY INC | Industrials | 834 | $300K | 0.02% | SOLD |
| 22 | KNSL | KINSALE CAP GROUP INC | Financial Services | 760 | $297K | 0.02% | SOLD |
| 23 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 1,103 | $297K | 0.02% | SOLD |
| 24 | MLPX | GLOBAL X FDS | — | 4,729 | $286K | 0.02% | SOLD |
| 25 | PTGX | PROTAGONIST THERAPEUTICS INC | Healthcare | 3,251 | $284K | 0.02% | SOLD |
| 26 | DFAI | DIMENSIONAL ETF TRUST | — | 7,177 | $274K | 0.02% | SOLD |
| 27 | DD | DUPONT DE NEMOURS INC | Basic Materials | 6,801 | $273K | 0.02% | SOLD |
| 28 | WING | WINGSTOP INC | Consumer Cyclical | 1,145 | $273K | 0.02% | SOLD |
| 29 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 133 | $268K | 0.02% | SOLD |
| 30 | NVO | NOVO-NORDISK A S | Healthcare | 5,052 | $257K | 0.02% | SOLD |
| 31 | ROP | ROPER TECHNOLOGIES INC | Industrials | 572 | $255K | 0.02% | SOLD |
| 32 | — | ASCENDIS PHARMA A/S | — | 1,170 | $249K | 0.02% | SOLD |
| 33 | MORN | MORNINGSTAR INC | Financial Services | 1,134 | $246K | 0.02% | SOLD |
| 34 | HYEM | VANECK ETF TRUST | — | 12,293 | $245K | 0.01% | SOLD |
| 35 | HUBS | HUBSPOT INC | Technology | 600 | $241K | 0.01% | SOLD |
| 36 | XYL | XYLEM INC | Industrials | 1,745 | $238K | 0.01% | SOLD |
| 37 | CBRE | CBRE GROUP INC | Real Estate | 1,475 | $237K | 0.01% | SOLD |
| 38 | DB | DEUTSCHE BANK A G | Financial Services | 6,082 | $235K | 0.01% | SOLD |
| 39 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 878 | $227K | 0.01% | SOLD |
| 40 | BLD | TOPBUILD CORP | Industrials | 538 | $225K | 0.01% | SOLD |
Sector Allocation
Technology
42.0%
Financial Services
28.6%
Industrials
9.1%
Consumer Cyclical
5.9%
Communication Services
4.7%
Healthcare
3.6%
Basic Materials
1.9%
Consumer Defensive
1.3%
Real Estate
1.1%
Energy
1.1%