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CAC

Certified Advisory Corp Portfolio holdings

AUM $1.12B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$780K
3
+$674K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$531K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$305K

Top Sells

1
+$687K
2
+$584K
3
+$519K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$225K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$166K

Sector Composition

1 Financials 6.53%
2 Technology 6.37%
3 Healthcare 5%
4 Industrials 4.16%
5 Real Estate 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6K ﹤0.01%
63
+38
602
$6K ﹤0.01%
222
+150
603
$5K ﹤0.01%
+75
604
$5K ﹤0.01%
112
605
$5K ﹤0.01%
102
606
$5K ﹤0.01%
411
+6
607
$5K ﹤0.01%
+175
608
$5K ﹤0.01%
78
+1
609
$5K ﹤0.01%
60
610
$5K ﹤0.01%
75
+2
611
$5K ﹤0.01%
+290
612
$5K ﹤0.01%
+216
613
$5K ﹤0.01%
48
614
$5K ﹤0.01%
111
+1
615
$5K ﹤0.01%
+100
616
$5K ﹤0.01%
100
-35
617
$5K ﹤0.01%
225
618
$5K ﹤0.01%
42
619
$5K ﹤0.01%
233
+3
620
$5K ﹤0.01%
107
+1
621
$5K ﹤0.01%
36
622
$4K ﹤0.01%
81
+1
623
$4K ﹤0.01%
220
+5
624
$4K ﹤0.01%
70
625
$4K ﹤0.01%
129
23 24
25
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