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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
$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

Top Sells

1
+$834K
2
+$452K
3
+$318K
4
STK
Columbia Seligman Premium Technology Growth Fund
STK
+$282K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$282K

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
601
$5K ﹤0.01%
104
+1
602
$5K ﹤0.01%
300
603
$5K ﹤0.01%
60
604
$5K ﹤0.01%
104
605
$5K ﹤0.01%
500
606
$5K ﹤0.01%
320
+3
607
$5K ﹤0.01%
601
608
$5K ﹤0.01%
120
609
$5K ﹤0.01%
233
610
$5K ﹤0.01%
100
611
$5K ﹤0.01%
314
612
$5K ﹤0.01%
222
613
$5K ﹤0.01%
235
614
$5K ﹤0.01%
110
+2
615
$5K ﹤0.01%
120
616
$5K ﹤0.01%
100
617
$5K ﹤0.01%
316
-14,865
618
$5K ﹤0.01%
118
+2
619
$5K ﹤0.01%
50
620
$5K ﹤0.01%
+1,000
621
$5K ﹤0.01%
350
622
$5K ﹤0.01%
+76
623
$5K ﹤0.01%
250
624
$4K ﹤0.01%
+100
625
$4K ﹤0.01%
175
23 24
25
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