CCAM

Cascades Capital Asset Management Portfolio holdings

AUM $239M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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 +$23.2M
2 +$16M
3 +$11.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.7M
5
AAPL icon
Apple
AAPL
+$10.6M

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