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
$169M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1 +$5.19M
2 +$3.76M
3 +$2.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.14M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.08M

Top Sells

1 +$9.96M
2 +$4.04M
3 +$3.69M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.06M
5
DWM icon
WisdomTree International Equity Fund
DWM
+$2.56M

Sector Composition

1 Financials 6.54%
2 Technology 6.32%
3 Healthcare 5.62%
4 Industrials 4.44%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$1K ﹤0.01%
3
677
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202
678
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+57
679
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11
680
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681
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682
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+72
683
0
684
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55
685
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+3
686
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171
+2
687
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75
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26
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50
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71
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695
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31
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57
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450
699
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82
700
$1K ﹤0.01%
700