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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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.32M
3
+$4.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.93M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.54%
2 Real Estate 5.35%
3 Technology 4.65%
4 Industrials 4.1%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$24K 0.02%
+4,000
327
$23K 0.02%
+73
328
$23K 0.02%
+102
329
$23K 0.02%
+345
330
$23K 0.02%
+362
331
$23K 0.02%
+260
332
$22K 0.02%
+880
333
$22K 0.02%
+645
334
$22K 0.02%
+228
335
$22K 0.02%
+301
336
$22K 0.02%
+310
337
$22K 0.02%
+1,176
338
$22K 0.02%
+400
339
$22K 0.02%
+190
340
$22K 0.02%
+510
341
$22K 0.02%
+503
342
$21K 0.02%
+126
343
$21K 0.02%
+205
344
$21K 0.02%
+549
345
$21K 0.02%
+1,172
346
$21K 0.02%
+1,027
347
$21K 0.02%
+426
348
$21K 0.02%
+1,617
349
$21K 0.02%
+4,126
350
$21K 0.02%
+324
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