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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
$193M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$750K
3
+$693K
4
HYLD
High Yield ETF
HYLD
+$639K
5
KO icon
Coca-Cola
KO
+$621K

Top Sells

1
+$834K
2
+$452K
3
+$318K
4
STK
Columbia Seligman Premium Technology Growth Fund
STK
+$282K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$282K

Sector Composition

1 Financials 5.47%
2 Technology 5.42%
3 Healthcare 4.5%
4 Real Estate 3.71%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$25K 0.01%
723
377
$25K 0.01%
270
378
$25K 0.01%
1,851
379
$25K 0.01%
150
+2
380
$25K 0.01%
362
+112
381
$24K 0.01%
1,605
382
$24K 0.01%
1,531
+29
383
$24K 0.01%
766
+711
384
$24K 0.01%
875
385
$24K 0.01%
960
-130
386
$24K 0.01%
130
387
$24K 0.01%
752
-163
388
$24K 0.01%
655
+5
389
$24K 0.01%
596
390
$23K 0.01%
229
+1
391
$23K 0.01%
205
392
$23K 0.01%
194
393
$23K 0.01%
1,000
394
$23K 0.01%
782
+5
395
$23K 0.01%
1,724
+27
396
$23K 0.01%
1,409
-831
397
$23K 0.01%
1,189
+31
398
$23K 0.01%
+1,500
399
$22K 0.01%
300
400
$22K 0.01%
497
+2
14 15
16
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