We are live on ! Find out more
CAS

Cascadia Advisory Services Portfolio holdings

AUM $493M
This Fund
S&P 500
This Quarter Est. Return
+6.12%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
Cap. Flow
+$341M
Cap. Flow %
96.95%
Top 10 Hldgs %
33.4%
Holding
235
New
235
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 6.33%
2 Consumer Discretionary 5.74%
3 Technology 5.28%
4 Communication Services 4.86%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$820B
$27.5M 7.83%
+85,586
New +$26.4M
FVC icon
2
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$110M
$16.1M 4.58%
+583,403
New +$15.7M
GBIL icon
3
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$14.8M 4.19%
+147,297
New +$14.8M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.02T
$11.1M 3.15%
+37,433
New +$10.6M
JNK icon
5
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.66B
$9.86M 2.8%
+90,001
New +$9.76M
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$8.93M 2.54%
+101,575
New +$8.84M
SPYG icon
7
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.9B
$8.16M 2.32%
+194,703
New +$7.8M
EEM icon
8
iShares MSCI Emerging Markets ETF
EEM
$30.7B
$7.07M 2.01%
+157,627
New +$6.77M
SCZ icon
9
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$7.07M 2.01%
+113,522
New +$6.82M
SPYV icon
10
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$6.98M 1.98%
+199,867
New +$6.68M
FIXD icon
11
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.22B
$6.49M 1.84%
+125,230
New +$6.56M
JPM icon
12
JPMorgan Chase
JPM
$945B
$4.16M 1.18%
+29,835
New +$3.83M
USMV icon
13
iShares MSCI USA Min Vol Factor ETF
USMV
$24.3B
$3.77M 1.07%
+57,453
New +$3.69M
AAPL icon
14
Apple
AAPL
$4.55T
$3.72M 1.06%
+50,684
New +$3.26M
NKE icon
15
Nike
NKE
$60.7B
$3.51M 1%
+34,664
New +$3.27M
DG icon
16
Dollar General
DG
$27.5B
$3.47M 0.99%
+22,258
New +$3.53M
IVV icon
17
iShares Core S&P 500 ETF
IVV
$891B
$3.25M 0.92%
+10,038
New +$3.11M
ANGL icon
18
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.17B
$3.22M 0.92%
+107,938
New +$3.17M
IFLN
19
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$305M
$3.09M 0.88%
+160,589
New +$3.06M
EFA icon
20
iShares MSCI EAFE ETF
EFA
$79.8B
$3.01M 0.86%
+43,367
New +$2.93M
JNJ icon
21
Johnson & Johnson
JNJ
$656B
$2.75M 0.78%
+18,860
New +$2.56M
SPYM
22
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$2.53M 0.72%
+66,793
New +$2.42M
QUAL icon
23
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
$2.52M 0.72%
+24,988
New +$2.41M
XLK icon
24
State Street Technology Select Sector SPDR ETF
XLK
$118B
$2.51M 0.71%
+54,690
New +$2.34M
XLP icon
25
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
$2.47M 0.7%
+39,200
New +$2.41M

Similar funds

Cascadia Advisory Services's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for Cascadia Advisory Services, which disclosed 235 positions worth $352M. Its ten largest holdings account for 33% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 85,586 shares worth $27.5M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, followed by Consumer Discretionary and Technology.

  • Cascadia Advisory Services's largest Q4 2019 buy was State Street SPDR S&P 500 ETF Trust: 85,586 shares worth $27.5M.
  • Cascadia Advisory Services's ten largest holdings make up 33% of its $352M portfolio in Q4 2019.
  • Cascadia Advisory Services disclosed 235 positions in Q4 2019, its first 13F filing on record.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.