CFP

Cascade Financial Partners Portfolio holdings

AUM $987M
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$767M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Sells

1 +$1.74M
2 +$1.5M
3 +$1.24M
4
RVTY icon
Revvity
RVTY
+$892K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$865K

Sector Composition

1 Healthcare 27.29%
2 Technology 11.07%
3 Consumer Discretionary 3.96%
4 Consumer Staples 3.3%
5 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-4,612