CAS
Cascadia Advisory Services Portfolio holdings
AUM
$493M
This Quarter Return
+4.52%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$451M
AUM Growth
–
Cap. Flow
+$451M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.3%
Holding
225
New
225
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.81% |
| 2 | Consumer Discretionary | 7.46% |
| 3 | Consumer Staples | 7.12% |
| 4 | Communication Services | 4.35% |
| 5 | Financials | 3.98% |
