CIG
Cairn Investment Group Portfolio holdings
AUM
$191M
This Quarter Return
+4.48%
1 Year Return
+13.86%
3 Year Return
+60.88%
5 Year Return
+118.9%
10 Year Return
–
AUM
$94.4M
AUM Growth
+$94.4M
(+15%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
10.78%
Top 10 Holdings %
Top 10 Hldgs %
37.54%
Holding
75
New
4
Increased
24
Reduced
34
Closed
7
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.71M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.68M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$1.79M |
| 4 |
Biogen
BIIB
|
$1.65M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$619K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.25M |
| 2 |
Johnson & Johnson
JNJ
|
$1.5M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$709K |
| 4 |
Mohawk Industries
MHK
|
$364K |
| 5 |
Merck
MRK
|
$301K |
Sector Composition
| 1 | Healthcare | 18.3% |
| 2 | Industrials | 11.93% |
| 3 | Consumer Staples | 10.51% |
| 4 | Consumer Discretionary | 8.36% |
| 5 | Technology | 8.25% |
