CAC

Certified Advisory Corp Portfolio holdings

AUM $962M
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
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 +$26.2M
2 +$13.2M
3 +$12M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$11.4M
5
AAPL icon
Apple
AAPL
+$10.3M

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%
+58
802
$0 ﹤0.01%
+4
803
$0 ﹤0.01%
+6
804
$0 ﹤0.01%
+8
805
$0 ﹤0.01%
+5
806
$0 ﹤0.01%
+47
807
$0 ﹤0.01%
+30
808
$0 ﹤0.01%
+27