CAC

Certified Advisory Corp Portfolio holdings

AUM $1.1B
1-Year Est. Return 15.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.31%
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 +$2.9M
2 +$750K
3 +$693K
4
HYLD
High Yield ETF
HYLD
+$639K
5
KO icon
Coca-Cola
KO
+$621K

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
576
$7K ﹤0.01%
250
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283
+1
578
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309
579
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476
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68
586
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591
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75
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5
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254
+6
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$5K ﹤0.01%
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599
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100
600
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316
-14,865