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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
$313M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.27M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$940K
5
VAW icon
Vanguard Materials ETF
VAW
+$851K

Top Sells

1
+$1.17M
2
+$860K
3
+$434K
4
AAPL icon
Apple
AAPL
+$402K
5
OXY icon
Occidental Petroleum
OXY
+$318K

Sector Composition

1 Financials 4.96%
2 Technology 4.84%
3 Healthcare 3.05%
4 Industrials 2.6%
5 Real Estate 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$15K ﹤0.01%
846
+8
527
$15K ﹤0.01%
166
528
$15K ﹤0.01%
685
+450
529
$15K ﹤0.01%
211
530
$15K ﹤0.01%
371
-225
531
$15K ﹤0.01%
47
532
$15K ﹤0.01%
125
533
$15K ﹤0.01%
104
+1
534
$15K ﹤0.01%
535
+8
535
$14K ﹤0.01%
340
536
$14K ﹤0.01%
143
537
$14K ﹤0.01%
163
538
$14K ﹤0.01%
336
+1
539
$14K ﹤0.01%
814
540
$14K ﹤0.01%
453
+3
541
$14K ﹤0.01%
505
542
$14K ﹤0.01%
398
543
$13K ﹤0.01%
280
+30
544
$13K ﹤0.01%
+1,007
545
$13K ﹤0.01%
1,414
546
$13K ﹤0.01%
600
547
$13K ﹤0.01%
358
+28
548
$13K ﹤0.01%
129
+1
549
$13K ﹤0.01%
134
+26
550
$13K ﹤0.01%
871
+13
20 21
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