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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
451
$17K 0.01%
589
+3
452
$17K 0.01%
415
453
$17K 0.01%
815
-1,190
454
$16K 0.01%
104
455
$16K 0.01%
885
456
$16K 0.01%
1,040
457
$16K 0.01%
150
458
$16K 0.01%
800
459
$16K 0.01%
320
460
$16K 0.01%
1,061
461
$16K 0.01%
330
+3
462
$16K 0.01%
589
463
$16K 0.01%
2,113
-3,181
464
$15K 0.01%
38
+1
465
$15K 0.01%
390
466
$15K 0.01%
100
467
$15K 0.01%
141
-153
468
$15K 0.01%
361
469
$15K 0.01%
237
+2
470
$15K 0.01%
1,055
+9
471
$15K 0.01%
320
472
$15K 0.01%
250
473
$15K 0.01%
165
-94
474
$15K 0.01%
179
475
$15K 0.01%
350
17 18
19
20 21