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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
$659M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.3M
3
+$7.92M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$6.05M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$5.35M

Top Sells

1
+$79.6M
2
+$31.6M
3
+$21M
4
LLY icon
Eli Lilly
LLY
+$19.4M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$18.3M

Sector Composition

1 Financials 5%
2 Technology 4.6%
3 Healthcare 2.15%
4 Consumer Discretionary 1.81%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
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