CAC

Certified Advisory Corp Portfolio holdings

AUM $962M
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Sells

1 +$1.8M
2 +$1.2M
3 +$1.01M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$844K
5
PNQI icon
Invesco NASDAQ Internet ETF
PNQI
+$750K

Sector Composition

1 Technology 5.94%
2 Financials 4.33%
3 Healthcare 2.96%
4 Consumer Discretionary 2.78%
5 Communication Services 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,506
252
-4,586