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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
$313M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.4M
3
+$1.27M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$940K
5
VAW icon
Vanguard Materials ETF
VAW
+$851K

Top Sells

1
+$1.17M
2
+$860K
3
+$434K
4
AAPL icon
Apple
AAPL
+$402K
5
OXY icon
Occidental Petroleum
OXY
+$318K

Sector Composition

1 Financials 4.96%
2 Technology 4.84%
3 Healthcare 3.05%
4 Industrials 2.6%
5 Real Estate 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
50
752
$2K ﹤0.01%
168
753
$2K ﹤0.01%
340
754
$2K ﹤0.01%
10
+5
755
$2K ﹤0.01%
311
+100
756
$2K ﹤0.01%
28
757
$2K ﹤0.01%
+50
758
$2K ﹤0.01%
+107
759
$2K ﹤0.01%
+299
760
$1K ﹤0.01%
19
761
$1K ﹤0.01%
+49
762
$1K ﹤0.01%
12
-100
763
$1K ﹤0.01%
18
764
$1K ﹤0.01%
20
765
$1K ﹤0.01%
30
-84
766
$1K ﹤0.01%
30
767
$1K ﹤0.01%
+30
768
$1K ﹤0.01%
34
769
$1K ﹤0.01%
+26
770
$1K ﹤0.01%
114
771
$1K ﹤0.01%
50
+5
772
$1K ﹤0.01%
28
773
$1K ﹤0.01%
+29
774
$1K ﹤0.01%
+19
775
$1K ﹤0.01%
43
29 30
31
32 33