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
$216M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Sells

1 +$692K
2 +$633K
3 +$340K
4
GSK icon
GSK
GSK
+$275K
5
AAPL icon
Apple
AAPL
+$184K

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
601
$7K ﹤0.01%
317
+3
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324
+3
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+629
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