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
$193M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$699K
3 +$631K
4
KO icon
Coca-Cola
KO
+$614K
5
HYLD
High Yield ETF
HYLD
+$607K

Top Sells

1 +$836K
2 +$418K
3 +$311K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$260K
5
SPGI icon
S&P Global
SPGI
+$256K

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
626
$4K ﹤0.01%
129
627
$4K ﹤0.01%
235
628
$4K ﹤0.01%
613
+13
629
$4K ﹤0.01%
15
630
$4K ﹤0.01%
500
631
$4K ﹤0.01%
63
632
$4K ﹤0.01%
600
633
$4K ﹤0.01%
37
+1
634
$4K ﹤0.01%
220
+5
635
$4K ﹤0.01%
+82
636
$4K ﹤0.01%
18
637
$4K ﹤0.01%
42
638
$4K ﹤0.01%
300
639
$3K ﹤0.01%
112
640
$3K ﹤0.01%
141
+4
641
$3K ﹤0.01%
227
+4
642
$3K ﹤0.01%
90
+2
643
$3K ﹤0.01%
100
+7
644
$3K ﹤0.01%
1,170
+1
645
$3K ﹤0.01%
40
646
$3K ﹤0.01%
112
+1
647
$3K ﹤0.01%
154
+2
648
$3K ﹤0.01%
46
649
$3K ﹤0.01%
104
+67
650
$3K ﹤0.01%
91