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
$216M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Sells

1 +$712K
2 +$643K
3 +$345K
4
GSK icon
GSK
GSK
+$272K
5
AAPL icon
Apple
AAPL
+$200K

Sector Composition

1 Technology 6.17%
2 Financials 5.76%
3 Healthcare 4.55%
4 Industrials 3.9%
5 Real Estate 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$10K ﹤0.01%
355
552
$10K ﹤0.01%
+450
553
$10K ﹤0.01%
536
554
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137
+1
555
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102
556
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+537
557
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438
+1
558
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282
+1
559
$10K ﹤0.01%
71
560
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+152
561
$9K ﹤0.01%
749
+13
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$9K ﹤0.01%
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$9K ﹤0.01%
300
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309
566
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567
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614
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569
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201
570
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300
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572
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161
+5
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$9K ﹤0.01%
100
574
$9K ﹤0.01%
250
575
$9K ﹤0.01%
82