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CFP
Cascade Financial Partners Portfolio holdings
AUM
$970M
1-Year Est. Return
19.93%
This Fund
S&P 500
1 Year Est. Return
+19.93%
AUM
$970M
AUM Growth
-$16.4M
(-1.7%)
Holding
288
Top Buys
| 1 | +$14.9M | |
| 2 | +$12.9M | |
| 3 | +$9.34M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$6.82M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$5.34M |
Top Sells
| 1 | +$77.4M | |
| 2 | +$10.7M | |
| 3 | +$5.3M | |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$4.44M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$4.22M |
Sector Composition
| 1 | Healthcare | 24.72% |
| 2 | Technology | 9.64% |
| 3 | Consumer Discretionary | 2.72% |
| 4 | Consumer Staples | 2.6% |
| 5 | Financials | 2.36% |
