We are live on ! Find out more
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
$180M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

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
551
$8K ﹤0.01%
210
552
$8K ﹤0.01%
+113
553
$8K ﹤0.01%
181
+1
554
$8K ﹤0.01%
321
+4
555
$8K ﹤0.01%
213
556
$8K ﹤0.01%
231
+200
557
$8K ﹤0.01%
181
+1
558
$8K ﹤0.01%
156
+1
559
$8K ﹤0.01%
100
560
$8K ﹤0.01%
136
561
$8K ﹤0.01%
300
562
$7K ﹤0.01%
130
-2
563
$7K ﹤0.01%
+100
564
$7K ﹤0.01%
200
565
$7K ﹤0.01%
+300
566
$7K ﹤0.01%
134
567
$7K ﹤0.01%
500
568
$7K ﹤0.01%
314
+3
569
$7K ﹤0.01%
494
-534
570
$7K ﹤0.01%
233
571
$7K ﹤0.01%
92
572
$7K ﹤0.01%
400
573
$7K ﹤0.01%
783
574
$7K ﹤0.01%
500
575
$7K ﹤0.01%
236
+5