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
$160M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$370K
3
+$273K
4
BA icon
Boeing
BA
+$259K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$212K

Top Sells

1
+$6.08M
2
+$2.67M
3
+$1.32M
4
MMM icon
3M
MMM
+$345K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$209K

Sector Composition

1 Technology 16.79%
2 Healthcare 13.57%
3 Industrials 11.91%
4 Communication Services 10.94%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.22%
9,479
-65
27
$1.87M 1.17%
14,753
+1,286
28
$1.8M 1.13%
3,895
+3
29
$1.79M 1.12%
19,579
-3,773
30
$1.73M 1.08%
6,676
-95
31
$1.71M 1.07%
12,235
+65
32
$1.58M 0.98%
3,850
-330
33
$1.57M 0.98%
41,689
-2,307
34
$1.53M 0.95%
15,151
-175
35
$1.41M 0.88%
14,100
-650
36
$1.35M 0.85%
26,793
-430
37
$1.34M 0.83%
13,369
-30
38
$1.24M 0.77%
16,200
39
$1.18M 0.74%
3,136
+204
40
$1.13M 0.7%
26,088
-607
41
$973K 0.61%
2,728
42
$726K 0.45%
6,590
-505
43
$683K 0.43%
26,165
-5,554
44
$634K 0.4%
3,733
-91
45
$575K 0.36%
47,150
46
$530K 0.33%
3,490
+900
47
$511K 0.32%
1,964
+50
48
$456K 0.28%
867
+240
49
$430K 0.27%
2,852
+972
50
$382K 0.24%
3,500
-195
1
2
3