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
276
– –
-11,298
277
– –
-67,521
278
– –
-2,302
279
– –
-6,289
280
– –
-29,034
281
– –
-15,281
282
– –
-19,203
283
– –
-11,135
284
– –
-1,754
285
– –
-12,122
8 9 10 11
12