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
$180M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Sells

1 +$681K
2 +$575K
3 +$563K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$236K
5
ORCL icon
Oracle
ORCL
+$199K

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
701
$2K ﹤0.01%
57
702
$1K ﹤0.01%
50
703
$1K ﹤0.01%
100
704
$1K ﹤0.01%
+16
705
$1K ﹤0.01%
13
-2
706
$1K ﹤0.01%
200
707
$1K ﹤0.01%
15
708
$1K ﹤0.01%
+28
709
$1K ﹤0.01%
14
+1
710
$1K ﹤0.01%
63
711
$1K ﹤0.01%
9
712
$1K ﹤0.01%
61
713
$1K ﹤0.01%
50
714
$1K ﹤0.01%
3
715
$1K ﹤0.01%
11
716
$1K ﹤0.01%
20
717
$1K ﹤0.01%
8
718
$1K ﹤0.01%
+60
719
$1K ﹤0.01%
93
720
$1K ﹤0.01%
30
721
$1K ﹤0.01%
34
722
$1K ﹤0.01%
39
723
$1K ﹤0.01%
76
+1
724
$1K ﹤0.01%
+10
725
$1K ﹤0.01%
26