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
$193M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$699K
3 +$631K
4
KO icon
Coca-Cola
KO
+$614K
5
HYLD
High Yield ETF
HYLD
+$607K

Top Sells

1 +$836K
2 +$418K
3 +$311K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$260K
5
SPGI icon
S&P Global
SPGI
+$256K

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
551
$8K ﹤0.01%
364
+8
552
$8K ﹤0.01%
792
+292
553
$8K ﹤0.01%
4,355
554
$8K ﹤0.01%
355
555
$8K ﹤0.01%
125
-48
556
$8K ﹤0.01%
201
557
$8K ﹤0.01%
300
558
$8K ﹤0.01%
162
+1
559
$8K ﹤0.01%
440
+2
560
$8K ﹤0.01%
82
561
$8K ﹤0.01%
+250
562
$8K ﹤0.01%
101
+1
563
$7K ﹤0.01%
+174
564
$7K ﹤0.01%
100
565
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200
566
$7K ﹤0.01%
136
567
$7K ﹤0.01%
2,061
+61
568
$7K ﹤0.01%
300
569
$7K ﹤0.01%
113
570
$7K ﹤0.01%
309
571
$7K ﹤0.01%
476
+14
572
$7K ﹤0.01%
327
+3
573
$7K ﹤0.01%
200
+196
574
$7K ﹤0.01%
92
575
$7K ﹤0.01%
182
+1