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
$288M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Sells

1 +$1.14M
2 +$1.09M
3 +$347K
4
AAPL icon
Apple
AAPL
+$239K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$209K

Sector Composition

1 Technology 4.97%
2 Financials 4.86%
3 Healthcare 2.96%
4 Industrials 2.83%
5 Real Estate 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$9K ﹤0.01%
92
602
$9K ﹤0.01%
223
+1
603
$9K ﹤0.01%
125
604
$9K ﹤0.01%
500
605
$9K ﹤0.01%
152
606
$9K ﹤0.01%
286
+1
607
$9K ﹤0.01%
250
608
$9K ﹤0.01%
164
609
$9K ﹤0.01%
188
+1
610
$8K ﹤0.01%
500
611
$8K ﹤0.01%
153
612
$8K ﹤0.01%
152
+1
613
$8K ﹤0.01%
200
614
$8K ﹤0.01%
+125
615
$8K ﹤0.01%
840
+13
616
$8K ﹤0.01%
400
617
$8K ﹤0.01%
98
618
$8K ﹤0.01%
194
+2
619
$8K ﹤0.01%
114
+1
620
$8K ﹤0.01%
219
621
$8K ﹤0.01%
507
+12
622
$8K ﹤0.01%
+500
623
$8K ﹤0.01%
50
-50
624
$8K ﹤0.01%
200
625
$8K ﹤0.01%
80
-4