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
$139M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$9.96M
2 +$5.27M
3 +$5.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.54%
2 Real Estate 5.35%
3 Technology 4.65%
4 Industrials 4.1%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$0 ﹤0.01%
+90
702
$0 ﹤0.01%
+7
703
$0 ﹤0.01%
+6
704
$0 ﹤0.01%
+2
705
$0 ﹤0.01%
+1
706
$0 ﹤0.01%
+20
707
$0 ﹤0.01%
+25