CCAM

Cascades Capital Asset Management Portfolio holdings

AUM $194M
1-Year Est. Return 14.33%
This Quarter Est. Return
1 Year Est. Return
+14.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$16.6M
3 +$12.2M
4
MSFT icon
Microsoft
MSFT
+$12M
5
AAPL icon
Apple
AAPL
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.41%
2 Healthcare 6.44%
3 Financials 5.42%
4 Consumer Discretionary 4.45%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.11%
+2,658