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
576
$5K ﹤0.01%
+200
577
$5K ﹤0.01%
100
578
$5K ﹤0.01%
783
579
$5K ﹤0.01%
68
+2
580
$5K ﹤0.01%
231
+4
581
$5K ﹤0.01%
36
+1
582
$5K ﹤0.01%
35
583
$5K ﹤0.01%
+52
584
$5K ﹤0.01%
350
585
$5K ﹤0.01%
278
586
$5K ﹤0.01%
50
587
$5K ﹤0.01%
217
+1
588
$5K ﹤0.01%
+500
589
$5K ﹤0.01%
253
590
$4K ﹤0.01%
50
591
$4K ﹤0.01%
625
592
$4K ﹤0.01%
500
593
$4K ﹤0.01%
110
594
$4K ﹤0.01%
106
+1
595
$4K ﹤0.01%
45
596
$4K ﹤0.01%
101
597
$4K ﹤0.01%
42
598
$4K ﹤0.01%
230
599
$4K ﹤0.01%
80
600
$4K ﹤0.01%
129