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
$288M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.37M
3
+$1.22M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M

Top Sells

1
+$1.14M
2
+$1.09M
3
+$347K
4
AAPL icon
Apple
AAPL
+$239K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$209K

Sector Composition

1 Technology 4.97%
2 Financials 4.86%
3 Healthcare 2.96%
4 Industrials 2.83%
5 Real Estate 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30K 0.01%
185
-30
402
$30K 0.01%
609
+18
403
$30K 0.01%
228
404
$30K 0.01%
789
+237
405
$29K 0.01%
343
+2
406
$29K 0.01%
205
407
$29K 0.01%
796
+5
408
$29K 0.01%
500
+2
409
$29K 0.01%
1,851
410
$29K 0.01%
100
411
$29K 0.01%
875
412
$29K 0.01%
260
413
$29K 0.01%
123
+1
414
$28K 0.01%
+190
415
$28K 0.01%
351
+4
416
$28K 0.01%
234
+2
417
$28K 0.01%
292
418
$28K 0.01%
652
+3
419
$27K 0.01%
123
420
$27K 0.01%
101
421
$27K 0.01%
439
422
$27K 0.01%
1,321
-156
423
$27K 0.01%
107
+59
424
$27K 0.01%
589
425
$27K 0.01%
220
15 16
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