CIG
Cascade Investment Group Portfolio holdings
AUM
$150M
1-Year Est. Return
15.79%
This Fund
S&P 500
1 Year Est. Return
+15.79%
AUM
$150M
AUM Growth
-$1.24M
(-0.82%)
Holding
153
Top Buys
| 1 | +$1.16M | |
| 2 | +$858K | |
| 3 | +$477K | |
| 4 |
DOCT
FT Vest US Equity Deep Buffer ETF October
DOCT
|
+$249K |
| 5 |
Boeing
BA
|
+$242K |
Top Sells
| 1 | +$669K | |
| 2 | +$560K | |
| 3 | +$540K | |
| 4 |
FT Vest US Equity Moderate Buffer ETF March
GMAR
|
+$531K |
| 5 |
FISV
Fiserv Inc
FISV
|
+$400K |
Sector Composition
| 1 | Technology | 16.96% |
| 2 | Energy | 8.23% |
| 3 | Financials | 7.55% |
| 4 | Real Estate | 5.89% |
| 5 | Healthcare | 3.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Meta Platforms (Facebook)
META
$1.69T
| – | – |
-386
|
|
||
152
Stryker
SYK
$147B
| – | – |
-551
|
|
||
153
Zoetis
ZTS
$53.5B
| – | – |
-1,560
|
|