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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
501
$12K 0.01%
650
-200
502
$12K 0.01%
860
503
$12K 0.01%
334
-741
504
$12K 0.01%
101
+1
505
$12K 0.01%
601
-430
506
$12K 0.01%
500
507
$12K 0.01%
230
+2
508
$12K 0.01%
71
509
$11K 0.01%
340
510
$11K 0.01%
+125
511
$11K 0.01%
1,414
512
$11K 0.01%
814
513
$11K 0.01%
115
-105
514
$11K 0.01%
166
515
$11K 0.01%
+1,000
516
$11K 0.01%
129
+1
517
$11K 0.01%
320
518
$11K 0.01%
127
+2
519
$10K 0.01%
1,309
+20
520
$10K 0.01%
300
521
$10K 0.01%
163
+1
522
$10K 0.01%
+784
523
$10K 0.01%
330
-450
524
$10K 0.01%
276
525
$10K 0.01%
689
+12
19 20
21
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