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
626
$8K ﹤0.01%
2,000
627
$8K ﹤0.01%
41
628
$8K ﹤0.01%
163
+1
629
$8K ﹤0.01%
5
630
$8K ﹤0.01%
50
631
$8K ﹤0.01%
285
+190
632
$7K ﹤0.01%
102
633
$7K ﹤0.01%
250
634
$7K ﹤0.01%
119
635
$7K ﹤0.01%
134
636
$7K ﹤0.01%
300
637
$7K ﹤0.01%
94
638
$7K ﹤0.01%
518
639
$7K ﹤0.01%
337
+3
640
$7K ﹤0.01%
240
-214
641
$7K ﹤0.01%
261
+6
642
$7K ﹤0.01%
76
+1
643
$7K ﹤0.01%
1,061
644
$7K ﹤0.01%
+245
645
$7K ﹤0.01%
420
646
$7K ﹤0.01%
312
647
$7K ﹤0.01%
68
648
$7K ﹤0.01%
293
649
$7K ﹤0.01%
278
+24
650
$7K ﹤0.01%
184