CIG

Cairn Investment Group Portfolio holdings

AUM $191M
1-Year Est. Return 13.86%
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.4M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.93M
3
+$1.5M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.35M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$3.44M
2
+$1.01M
3
+$521K
4
NPK icon
National Presto Industries
NPK
+$389K
5
BNS icon
Scotiabank
BNS
+$218K

Sector Composition

1 Healthcare 21.31%
2 Industrials 12.62%
3 Consumer Staples 11.11%
4 Consumer Discretionary 10.03%
5 Technology 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.63%
15,085
-535
27
$1.31M 1.59%
10,950
-420
28
$1.31M 1.59%
23,928
-95
29
$1.27M 1.54%
55,750
-1,100
30
$1.25M 1.51%
22,610
-2,325
31
$1.22M 1.49%
17,700
-1,200
32
$1.12M 1.36%
6,460
-175
33
$1.06M 1.29%
23,775
-4,620
34
$1.03M 1.25%
+15,050
35
$1.02M 1.24%
32,817
-3,278
36
$999K 1.21%
15,205
-350
37
$992K 1.2%
19,025
-310
38
$990K 1.2%
27,805
-28,310
39
$984K 1.19%
32,652
-1,075
40
$946K 1.15%
26,090
-235
41
$881K 1.07%
14,300
-390
42
$876K 1.06%
17,196
-416
43
$845K 1.03%
18,906
-415
44
$796K 0.97%
+5,330
45
$733K 0.89%
120,657
-3,150
46
$713K 0.87%
17,380
-650
47
$712K 0.86%
24,420
-2,335
48
$644K 0.78%
7,480
-1,320
49
$635K 0.77%
44,470
-6,745
50
$618K 0.75%
+56,854
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