CAC

Certified Advisory Corp Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.52%
This Quarter Est. Return
1 Year Est. Return
+12.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$5.31M
3
+$4.32M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$3.62M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.44M

Top Sells

1
+$4.97M
2
+$2.13M
3
+$1.36M
4
XHE icon
State Street SPDR S&P Health Care Equipment ETF
XHE
+$1.09M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.07M

Sector Composition

1 Technology 4.64%
2 Financials 4.61%
3 Healthcare 2.62%
4 Consumer Discretionary 1.89%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$209K 0.04%
+4,006
227
$209K 0.04%
3,393
-3,903
228
$206K 0.04%
+2,216
229
$204K 0.04%
2,861
230
$202K 0.04%
+6,450
231
$200K 0.04%
12,447
+14
232
$193K 0.03%
+12,097
233
$176K 0.03%
+4,641
234
$169K 0.03%
+1,705
235
$157K 0.03%
+2,109
236
$149K 0.03%
+2,136
237
$129K 0.02%
+963
238
$129K 0.02%
+1,697
239
$122K 0.02%
+977
240
$97.9K 0.02%
+1,530
241
$94.3K 0.02%
+141
242
$90.1K 0.02%
+1,295
243
$71.5K 0.01%
+374
244
$64.5K 0.01%
1,624
-227
245
$55.3K 0.01%
20,191
+8,791
246
$55.3K 0.01%
+3,159
247
$53.3K 0.01%
+234
248
$49K 0.01%
+592
249
$43.8K 0.01%
+503
250
$43.2K 0.01%
16,604
8 9
10
11 12