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
676
$5K ﹤0.01%
450
677
$5K ﹤0.01%
122
+1
678
$5K ﹤0.01%
37
679
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40
680
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18
681
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42
682
$4K ﹤0.01%
111
683
$4K ﹤0.01%
40
684
$4K ﹤0.01%
100
685
$4K ﹤0.01%
168
686
$4K ﹤0.01%
50
687
$4K ﹤0.01%
84
688
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47
+1
689
$4K ﹤0.01%
600
690
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691
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+41
692
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693
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694
$4K ﹤0.01%
46
695
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220
696
$4K ﹤0.01%
300
697
$4K ﹤0.01%
118
+1
698
$4K ﹤0.01%
1,389
699
$4K ﹤0.01%
141
700
$3K ﹤0.01%
125