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
476
$14K 0.01%
320
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+100
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150
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$13K 0.01%
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485
$13K 0.01%
814
486
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166
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489
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161
+130