Ownership history in Certified Advisory Corp Β· 11 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in AVANTIS U.S. SMALL CAP VALUE ETF (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Certified Advisory Corp underperformed the S&P 500 by β5.8% annually on this AVUV position. Timing score: 80% (8/10 decisions correct). Average cost basis: $84.86. Maximum drawdown during holding period: β9.4%.
β Significantly underperformed the S&P 500 by 5.8% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $74.16 (2023 Q2) Β· Worst: $101.72 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Certified Advisory Corp has been actively increasing its AVUV allocation β a bullish signal from insiders.
Currently 1.27% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.