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
$169M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1 +$5.19M
2 +$3.76M
3 +$2.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.14M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.08M

Top Sells

1 +$9.96M
2 +$4.04M
3 +$3.69M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.06M
5
DWM icon
WisdomTree International Equity Fund
DWM
+$2.56M

Sector Composition

1 Financials 6.54%
2 Technology 6.32%
3 Healthcare 5.62%
4 Industrials 4.44%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8K ﹤0.01%
147
527
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+12
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4
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531
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535
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73
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541
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+1,500
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543
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545
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$6K ﹤0.01%
132
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547
$6K ﹤0.01%
632
548
$6K ﹤0.01%
101
+1
549
$6K ﹤0.01%
136
550
$6K ﹤0.01%
+134