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
576
$9K ﹤0.01%
106
577
$9K ﹤0.01%
100
+12
578
$8K ﹤0.01%
+186
579
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181
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380
581
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582
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157
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583
$8K ﹤0.01%
213
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$8K ﹤0.01%
181
585
$8K ﹤0.01%
+280
586
$8K ﹤0.01%
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305
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356
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317
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$7K ﹤0.01%
324
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$7K ﹤0.01%
+629