CAC
Certified Advisory Corp Portfolio holdings
AUM
$962M
1-Year Return
12.2%
This Quarter Return
+4.89%
1 Year Return
+12.2%
3 Year Return
+46.08%
5 Year Return
–
10 Year Return
–
AUM
$386M
AUM Growth
–
Cap. Flow
+$386M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.45%
Holding
808
New
803
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core International Aggregate Bond Fund
IAGG
|
$26.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$13.2M |
| 3 |
Vanguard Growth ETF
VUG
|
$12M |
| 4 |
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
|
$11.4M |
| 5 |
Apple
AAPL
|
$10.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.73% |
| 2 | Financials | 4.61% |
| 3 | Healthcare | 3.34% |
| 4 | Consumer Discretionary | 3.09% |
| 5 | Communication Services | 2.58% |
