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
$563M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$5.31M
3
+$4.32M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$3.62M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.44M

Top Sells

1
+$4.97M
2
+$2.13M
3
+$1.36M
4
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$1.09M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.07M

Sector Composition

1 Technology 4.64%
2 Financials 4.61%
3 Healthcare 2.62%
4 Consumer Discretionary 1.89%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.4%
45,010
+16,484
77
$2.21M 0.39%
9,027
+101
78
$2.17M 0.39%
10,292
-638
79
$2.16M 0.38%
4,564
-125
80
$2.11M 0.38%
33,038
-10,389
81
$1.97M 0.35%
18,986
+49
82
$1.97M 0.35%
31,690
+459
83
$1.96M 0.35%
39,242
+296
84
$1.9M 0.34%
4,019
-77
85
$1.88M 0.33%
20,062
+290
86
$1.85M 0.33%
10,383
+651
87
$1.84M 0.33%
45,563
-12,269
88
$1.83M 0.33%
12,037
-48
89
$1.79M 0.32%
17,962
-742
90
$1.77M 0.32%
35,265
-42,351
91
$1.68M 0.3%
17,424
-35
92
$1.67M 0.3%
21,815
+2,381
93
$1.62M 0.29%
11,288
-3,218
94
$1.59M 0.28%
4,236
-120
95
$1.55M 0.28%
7,592
-405
96
$1.52M 0.27%
14,303
-848
97
$1.49M 0.26%
11,640
+29
98
$1.47M 0.26%
19,910
-3,428
99
$1.41M 0.25%
45,265
-177
100
$1.37M 0.24%
12,506
+501
2 3
4
5 6