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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
426
$20K 0.01%
240
+5
427
$20K 0.01%
206
+131
428
$19K 0.01%
439
429
$19K 0.01%
101
430
$19K 0.01%
4,126
431
$19K 0.01%
422
+4
432
$19K 0.01%
300
433
$19K 0.01%
128
+1
434
$19K 0.01%
100
435
$19K 0.01%
667
436
$19K 0.01%
136
437
$19K 0.01%
178
+2
438
$19K 0.01%
120
439
$19K 0.01%
275
440
$19K 0.01%
440
441
$18K 0.01%
62
442
$18K 0.01%
220
-26
443
$18K 0.01%
692
444
$18K 0.01%
500
445
$18K 0.01%
600
446
$17K 0.01%
80
447
$17K 0.01%
355
-241
448
$17K 0.01%
827
+447
449
$17K 0.01%
476
+4
450
$17K 0.01%
268
+2
16 17
18
19 20