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
$544M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.63M
3
+$2.37M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.95M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.91M

Top Sells

1
+$14.2M
2
+$11M
3
+$7.68M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.97M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.67M

Sector Composition

1 Financials 4.88%
2 Technology 2.54%
3 Healthcare 2.16%
4 Consumer Discretionary 2.09%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.17K ﹤0.01%
50
-100
252
$3.15K ﹤0.01%
25
-10
253
$1.88K ﹤0.01%
30
254
$1.79K ﹤0.01%
18
255
$969 ﹤0.01%
20
256
$720 ﹤0.01%
20
257
$40 ﹤0.01%
1
258
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260
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263
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8 9 10
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