CAS
Cascadia Advisory Services Portfolio holdings
AUM
$493M
This Quarter Return
+14.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$327M
AUM Growth
–
Cap. Flow
+$327M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.72%
Holding
169
New
169
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.55% |
| 2 | Technology | 5.37% |
| 3 | Consumer Discretionary | 5.15% |
| 4 | Industrials | 4.63% |
| 5 | Communication Services | 4.5% |
