CAC

Certified Advisory Corp Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.52%
This Quarter Est. Return
1 Year Est. Return
+12.52%
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
576
$9K ﹤0.01%
106
577
$9K ﹤0.01%
100
+12
578
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149
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579
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100
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356
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581
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584
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181
585
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380
586
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69
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591
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+629
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92
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783
598
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222
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200
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241
+5