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
651
$4K ﹤0.01%
88
-116
652
$4K ﹤0.01%
129
653
$4K ﹤0.01%
600
+11
654
$4K ﹤0.01%
625
655
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500
656
$4K ﹤0.01%
152
+2
657
$4K ﹤0.01%
600
658
$4K ﹤0.01%
91
659
$4K ﹤0.01%
39
-12
660
$4K ﹤0.01%
+70
661
$4K ﹤0.01%
550
662
$4K ﹤0.01%
64
663
$4K ﹤0.01%
+95
664
$4K ﹤0.01%
45
665
$4K ﹤0.01%
215
666
$4K ﹤0.01%
300
667
$3K ﹤0.01%
+86
668
$3K ﹤0.01%
100
669
$3K ﹤0.01%
29
670
$3K ﹤0.01%
93
671
$3K ﹤0.01%
1,169
+1
672
$3K ﹤0.01%
40
673
$3K ﹤0.01%
120
+9
674
$3K ﹤0.01%
16
+7
675
$3K ﹤0.01%
19