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CAC

Certified Advisory Corp Portfolio holdings

AUM $1.12B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$780K
3
+$674K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$531K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$305K

Top Sells

1
+$687K
2
+$584K
3
+$519K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$225K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$166K

Sector Composition

1 Financials 6.53%
2 Technology 6.37%
3 Healthcare 5%
4 Industrials 4.16%
5 Real Estate 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
33
677
$2K ﹤0.01%
66
-1,272
678
$2K ﹤0.01%
11
679
$2K ﹤0.01%
94
+2
680
$2K ﹤0.01%
26
681
$2K ﹤0.01%
50
682
– –
0
683
$2K ﹤0.01%
55
684
$2K ﹤0.01%
3
685
$2K ﹤0.01%
74
+3
686
$2K ﹤0.01%
115
687
$2K ﹤0.01%
1,000
688
$2K ﹤0.01%
100
689
$2K ﹤0.01%
450
690
$2K ﹤0.01%
82
691
$2K ﹤0.01%
75
692
$2K ﹤0.01%
24
693
$2K ﹤0.01%
22
694
$2K ﹤0.01%
8
695
$2K ﹤0.01%
84
696
$2K ﹤0.01%
273
+5
697
$2K ﹤0.01%
19
698
$2K ﹤0.01%
204
+2
699
$2K ﹤0.01%
57
700
$2K ﹤0.01%
31
26 27
28
29 30