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
251
$30.9K 0.01%
+384
252
$30.6K 0.01%
+558
253
$29.3K 0.01%
+732
254
$26.7K ﹤0.01%
+245
255
$25.6K ﹤0.01%
+425
256
$21.9K ﹤0.01%
+995
257
$19.4K ﹤0.01%
+334
258
$17.3K ﹤0.01%
+26
259
$16.4K ﹤0.01%
19,750
260
$16.1K ﹤0.01%
11,000
261
$15.3K ﹤0.01%
+337
262
$15.1K ﹤0.01%
+420
263
$12.6K ﹤0.01%
+150
264
$11.7K ﹤0.01%
+438
265
$10.5K ﹤0.01%
+941
266
$4.45K ﹤0.01%
+35
267
$4.37K ﹤0.01%
+144
268
$1.87K ﹤0.01%
+30
269
$1.8K ﹤0.01%
+18
270
$1.59K ﹤0.01%
+26
271
$1.04K ﹤0.01%
+20
272
$699 ﹤0.01%
+20
273
$46 ﹤0.01%
+1
274
– –
-7,419
275
– –
-2,700
8 9 10
11
12