CAC

Certified Advisory Corp Portfolio holdings

AUM $1.1B
1-Year Est. Return 15.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1 +$26.5M
2 +$12.8M
3 +$12M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$10.9M
5
AAPL icon
Apple
AAPL
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.73%
2 Financials 4.61%
3 Healthcare 3.34%
4 Consumer Discretionary 3.09%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$0 ﹤0.01%
+10
802
$0 ﹤0.01%
+6
803
$0 ﹤0.01%
+8
804
$0 ﹤0.01%
+1
805
$0 ﹤0.01%
+10
806
$0 ﹤0.01%
+58
807
$0 ﹤0.01%
+4
808
0