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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
$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
626
$6K ﹤0.01%
68
627
$6K ﹤0.01%
120
628
$6K ﹤0.01%
100
629
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630
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631
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632
$5K ﹤0.01%
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+1
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$5K ﹤0.01%
36
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$5K ﹤0.01%
100
635
$5K ﹤0.01%
225
636
$5K ﹤0.01%
18
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$5K ﹤0.01%
42
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60
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
+235
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$5K ﹤0.01%
165
-4
648
$5K ﹤0.01%
216
649
$4K ﹤0.01%
42
650
$4K ﹤0.01%
223
+3