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
$180M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Sells

1 +$681K
2 +$575K
3 +$563K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$236K
5
ORCL icon
Oracle
ORCL
+$199K

Sector Composition

1 Financials 6.53%
2 Technology 6.37%
3 Healthcare 5%
4 Industrials 4.16%
5 Real Estate 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$25K 0.01%
147
+3
377
$25K 0.01%
397
+271
378
$24K 0.01%
+970
379
$24K 0.01%
905
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$24K 0.01%
575
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381
$24K 0.01%
780
382
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+700
383
$24K 0.01%
+1,320
384
$24K 0.01%
258
385
$24K 0.01%
1,005
+1
386
$24K 0.01%
382
387
$23K 0.01%
358
+3
388
$23K 0.01%
440
389
$23K 0.01%
433
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390
$23K 0.01%
549
391
$23K 0.01%
645
392
$23K 0.01%
2,497
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393
$23K 0.01%
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398
$23K 0.01%
300
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$23K 0.01%
500
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400
$23K 0.01%
+692