CAC

Certified Advisory Corp Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.52%
This Quarter Est. Return
1 Year Est. Return
+12.52%
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 Buys

1
+$3.53M
2
+$1.37M
3
+$1.22M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M

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
676
$5K ﹤0.01%
260
677
$5K ﹤0.01%
450
678
$5K ﹤0.01%
37
679
$5K ﹤0.01%
40
680
$5K ﹤0.01%
18
681
$5K ﹤0.01%
42
682
$4K ﹤0.01%
210
+5
683
$4K ﹤0.01%
46
684
$4K ﹤0.01%
141
685
$4K ﹤0.01%
220
686
$4K ﹤0.01%
300
687
$4K ﹤0.01%
118
+1
688
$4K ﹤0.01%
1,389
689
$4K ﹤0.01%
111
690
$4K ﹤0.01%
40
691
$4K ﹤0.01%
100
692
$4K ﹤0.01%
168
693
$4K ﹤0.01%
50
694
$4K ﹤0.01%
84
695
$4K ﹤0.01%
47
+1
696
$4K ﹤0.01%
600
697
$4K ﹤0.01%
200
698
$4K ﹤0.01%
+41
699
$4K ﹤0.01%
114
700
$3K ﹤0.01%
125
26 27
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29 30