CIG
Cairn Investment Group Portfolio holdings
AUM
$211M
1-Year Est. Return
20.82%
This Fund
S&P 500
1 Year Est. Return
+20.82%
AUM
$219M
AUM Growth
+$27.9M
(+15%)
Holding
71
Top Buys
| 1 | +$6.51M | |
| 2 | +$5.07M | |
| 3 | +$198K | |
| 4 |
AbbVie
ABBV
|
+$198K |
| 5 |
Comcast
CMCSA
|
+$165K |
Top Sells
| 1 | +$2.7M | |
| 2 | +$1.6M | |
| 3 | +$1.24M | |
| 4 |
Goldman Sachs
GS
|
+$685K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$487K |
Sector Composition
| 1 | Technology | 14.74% |
| 2 | Healthcare | 14.66% |
| 3 | Industrials | 8.54% |
| 4 | Communication Services | 6.84% |
| 5 | Financials | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ameriprise Financial
AMP
$39.6B
| $400K | 0.18% |
814
|
|
||
52
Vanguard Dividend Appreciation ETF
VIG
$99.4B
| $378K | 0.17% |
1,752
|
|
||
53
iShares Core MSCI EAFE ETF
IEFA
$173B
| $368K | 0.17% |
4,211
-600
|
|
||
54
Ford
F
$46.8B
| $341K | 0.16% |
28,485
-10,040
|
|
||
55
Chevron
CVX
$391B
| $336K | 0.15% |
2,165
|
|
||
56
iShares Core S&P 500 ETF
IVV
$723B
| $318K | 0.14% |
475
-75
|
|
||
57
Boeing
BA
$163B
| $298K | 0.14% |
1,380
|
|
||
58
UnitedHealth
UNH
$249B
| $290K | 0.13% |
841
|
|
||
59
Union Pacific
UNP
$144B
| $262K | 0.12% |
1,110
|
|
||
60
Teledyne Technologies
TDY
$28.6B
| $261K | 0.12% |
446
|
|
||
61
KLA
KLAC
$199B
| $250K | 0.11% |
232
|
|
||
62
Abbott
ABT
$178B
| $248K | 0.11% |
1,849
|
|
||
63
iShares Select Dividend ETF
DVY
$22.2B
| $248K | 0.11% |
1,742
|
|
||
64
Bank of America
BAC
$352B
| $246K | 0.11% |
4,768
|
|
||
65
Cencora
COR
$61.8B
| $244K | 0.11% |
780
|
|
||
|
66
AbbVie
ABBV
$380B
| $225K | 0.1% |
+973
|
|
||
67
S&P Global
SPGI
$127B
| $201K | 0.09% |
414
|
|
||
68
Columbia Sportswear
COLM
$2.86B
| – | – |
-44,189
|
|