CAC

Certified Advisory Corp Portfolio holdings

AUM $1.1B
1-Year Est. Return 15.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$4.7M
3
+$3.98M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$3.83M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.57M

Top Sells

1
+$8.38M
2
+$6.04M
3
+$5.52M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.36M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.76M

Sector Composition

1 Technology 4.99%
2 Financials 4.68%
3 Healthcare 3.08%
4 Consumer Discretionary 2.25%
5 Consumer Staples 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
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