CFP
Cascade Financial Partners Portfolio holdings
AUM
$832M
This Quarter Return
+13.04%
1 Year Return
+6.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$694M
AUM Growth
–
Cap. Flow
+$694M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.6%
Holding
224
New
224
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Eli Lilly
LLY
|
$176M |
| 2 |
Apple
AAPL
|
$33.4M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$30.9M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$26.3M |
| 5 |
PepsiCo
PEP
|
$25.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 29.27% |
| 2 | Technology | 9.32% |
| 3 | Consumer Staples | 4.07% |
| 4 | Consumer Discretionary | 2.89% |
| 5 | Financials | 2.59% |
