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CAC

Certified Advisory Corp Portfolio holdings

AUM $1.12B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
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

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
-86,230
259
-5,956
260
-141
261
-26
262
-11,142
263
-963
264
-11,391
265
-10,001
266
-3,393
267
-5,025
268
-29,343
269
-441
270
-5,850
271
-150,860
272
-153,600
273
-1,454
274
-5,763
275
-12,037