CIG
Cascade Investment Group Portfolio holdings
AUM
$143M
This Quarter Return
+7.26%
1 Year Return
+17.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+7.8%)
Cap. Flow
+$2.24M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
37.54%
Holding
146
New
11
Increased
34
Reduced
62
Closed
4
Top Buys
| 1 |
NEOS S&P 500 High Income ETF
SPYI
|
$1.25M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.03M |
| 3 |
ARTY
iShares Future AI & Tech ETF
ARTY
|
$501K |
| 4 |
Vanguard Total Bond Market
BND
|
$447K |
| 5 |
Pfizer
PFE
|
$350K |
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
$761K |
| 2 |
Apple
AAPL
|
$410K |
| 3 |
Amazon
AMZN
|
$281K |
| 4 |
Domino's
DPZ
|
$266K |
| 5 |
Tesla
TSLA
|
$245K |
Sector Composition
| 1 | Technology | 16.23% |
| 2 | Energy | 10.04% |
| 3 | Real Estate | 9.25% |
| 4 | Financials | 9.09% |
| 5 | Healthcare | 5.27% |
