CAC

Certified Advisory Corp Portfolio holdings

AUM $1.1B
1-Year Est. Return 15.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.31%
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
+$3M
2
+$2.62M
3
+$2.25M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.85M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.82M

Top Sells

1
+$14.2M
2
+$11M
3
+$7.68M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.97M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.65M

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
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