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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
$193M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$750K
3
+$693K
4
HYLD
High Yield ETF
HYLD
+$639K
5
KO icon
Coca-Cola
KO
+$621K

Top Sells

1
+$834K
2
+$452K
3
+$318K
4
STK
Columbia Seligman Premium Technology Growth Fund
STK
+$282K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$282K

Sector Composition

1 Financials 5.47%
2 Technology 5.42%
3 Healthcare 4.5%
4 Real Estate 3.71%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
115
702
$1K ﹤0.01%
78
+1
703
$1K ﹤0.01%
+75
704
$1K ﹤0.01%
28
705
$1K ﹤0.01%
57
706
$1K ﹤0.01%
14
707
$1K ﹤0.01%
8
708
$1K ﹤0.01%
45
-75
709
$1K ﹤0.01%
58
710
$1K ﹤0.01%
34
711
$0 ﹤0.01%
22
712
– –
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713
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-13
714
– –
-55
715
$0 ﹤0.01%
4
716
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-325
717
$0 ﹤0.01%
1
718
$0 ﹤0.01%
7
-43
719
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720
– –
-292
721
$0 ﹤0.01%
5
722
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-100
723
– –
-36
724
$0 ﹤0.01%
7
725
– –
-100
27 28
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30 31