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
626
$6K ﹤0.01%
63
627
$6K ﹤0.01%
68
628
$6K ﹤0.01%
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629
$6K ﹤0.01%
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630
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$6K ﹤0.01%
5
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$5K ﹤0.01%
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+137
634
$5K ﹤0.01%
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635
$5K ﹤0.01%
60
636
$5K ﹤0.01%
75
637
$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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642
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$5K ﹤0.01%
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647
$5K ﹤0.01%
18
648
$5K ﹤0.01%
42
649
$4K ﹤0.01%
42
650
$4K ﹤0.01%
223
+3