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
601
$7K ﹤0.01%
+15
602
$7K ﹤0.01%
92
603
$7K ﹤0.01%
783
604
$7K ﹤0.01%
222
605
$7K ﹤0.01%
200
606
$7K ﹤0.01%
241
+5
607
$7K ﹤0.01%
74
608
$7K ﹤0.01%
35
609
$7K ﹤0.01%
124
+4
610
$6K ﹤0.01%
102
611
$6K ﹤0.01%
417
+6
612
$6K ﹤0.01%
632
613
$6K ﹤0.01%
+500
614
$6K ﹤0.01%
78
615
$6K ﹤0.01%
104
616
$6K ﹤0.01%
50
617
$6K ﹤0.01%
350
618
$6K ﹤0.01%
250
619
$6K ﹤0.01%
500
620
$6K ﹤0.01%
291
621
$6K ﹤0.01%
601
622
$6K ﹤0.01%
120
623
$6K ﹤0.01%
233
624
$6K ﹤0.01%
100
625
$6K ﹤0.01%
314