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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
$216M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$5.82M
3
+$4.25M
4
XHE icon
State Street SPDR S&P Health Care Equipment ETF
XHE
+$1.46M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.15M

Top Sells

1
+$692K
2
+$633K
3
+$340K
4
GSK icon
GSK
GSK
+$275K
5
AAPL icon
Apple
AAPL
+$184K

Sector Composition

1 Technology 6.17%
2 Financials 5.76%
3 Healthcare 4.55%
4 Industrials 3.9%
5 Real Estate 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
75
+1
702
$2K ﹤0.01%
115
703
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340
704
$2K ﹤0.01%
100
705
$2K ﹤0.01%
+175
706
$2K ﹤0.01%
84
707
$2K ﹤0.01%
1,000
708
$2K ﹤0.01%
450
709
$2K ﹤0.01%
75
710
$2K ﹤0.01%
277
+4
711
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34
712
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33
713
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714
$1K ﹤0.01%
22
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50
716
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100
717
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720
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15
721
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28
722
$1K ﹤0.01%
100
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723
$1K ﹤0.01%
14
724
$1K ﹤0.01%
63
725
$1K ﹤0.01%
58
-3
27 28
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30 31