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
651
$7K ﹤0.01%
33
+14
652
$7K ﹤0.01%
250
653
$6K ﹤0.01%
500
654
$6K ﹤0.01%
332
+4
655
$6K ﹤0.01%
235
656
$6K ﹤0.01%
112
657
$6K ﹤0.01%
250
658
$6K ﹤0.01%
350
659
$6K ﹤0.01%
632
-10
660
$5K ﹤0.01%
43
661
$5K ﹤0.01%
44
662
$5K ﹤0.01%
40
663
$5K ﹤0.01%
444
+7
664
$5K ﹤0.01%
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665
$5K ﹤0.01%
100
666
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105
+1
667
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668
$5K ﹤0.01%
129
669
$5K ﹤0.01%
235
670
$5K ﹤0.01%
275
+173
671
$5K ﹤0.01%
428
+8
672
$5K ﹤0.01%
4,355
673
$5K ﹤0.01%
500
674
$5K ﹤0.01%
233
675
$5K ﹤0.01%
260