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
$717M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$8.52M
3 +$3.29M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$3.01M
5
APRW icon
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
+$2.82M

Sector Composition

1 Financials 5.1%
2 Technology 2.62%
3 Healthcare 2.14%
4 Consumer Discretionary 1.85%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-22,036
277
-197,305
278
-48,823
279
-9,148
280
-18,541