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
$151M
AUM Growth
+$7.85M
(+5.5%)
Holding
152
Top Buys
| 1 | +$597K | |
| 2 | +$500K | |
| 3 | +$446K | |
| 4 |
CDIG
City Different Investments Global Equity ETF
CDIG
|
+$424K |
| 5 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$316K |
Top Sells
| 1 | +$890K | |
| 2 | +$706K | |
| 3 | +$333K | |
| 4 |
Accenture
ACN
|
+$275K |
| 5 |
Merck
MRK
|
+$243K |
Sector Composition
| 1 | Technology | 17.22% |
| 2 | Energy | 8.44% |
| 3 | Financials | 7.74% |
| 4 | Real Estate | 6.72% |
| 5 | Healthcare | 3.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
FT Vest US Equity Buffer ETF January
FJAN
$1.14B
| – | – |
-4,666
|
|
||
152
Boeing
BA
$183B
| – | – |
-1,001
|
|