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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
776
$1K ﹤0.01%
+35
777
$1K ﹤0.01%
8
778
$1K ﹤0.01%
56
-372
779
$1K ﹤0.01%
202
+200
780
$1K ﹤0.01%
183
781
$1K ﹤0.01%
8
782
$1K ﹤0.01%
14
-20
783
$1K ﹤0.01%
120
784
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785
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786
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787
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-22
788
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789
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$0 ﹤0.01%
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$0 ﹤0.01%
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795
$0 ﹤0.01%
8
796
$0 ﹤0.01%
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797
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798
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799
$0 ﹤0.01%
10
800
– –
-11
30 31
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33 34