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CAS

Cascadia Advisory Services Portfolio holdings

AUM $493M
This Fund
S&P 500
This Quarter Est. Return
+14.46%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
Cap. Flow
+$314M
Cap. Flow %
96.19%
Top 10 Hldgs %
36.72%
Holding
169
New
169
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 7.63%
2 Technology 5.37%
3 Consumer Discretionary 5.15%
4 Industrials 4.63%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIXD icon
1
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.22B
$24.2M 7.41%
+441,994
New +$23.9M
FVC icon
2
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$110M
$15.3M 4.69%
+620,475
New +$14.8M
IEF icon
3
iShares 7-10 Year Treasury Bond ETF
IEF
$42.9B
$13.8M 4.24%
+113,636
New +$13.8M
DAUG icon
4
FT Vest US Equity Deep Buffer ETF August
DAUG
$379M
$12.2M 3.73%
+400,417
New +$11.9M
DNOV icon
5
FT Vest US Equity Deep Buffer ETF November
DNOV
$402M
$10.4M 3.19%
+338,452
New +$10.1M
IVV icon
6
iShares Core S&P 500 ETF
IVV
$891B
$9.66M 2.96%
+31,205
New +$9.16M
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$820B
$9.42M 2.88%
+30,552
New +$8.94M
VOO icon
8
Vanguard S&P 500 ETF
VOO
$1.02T
$8.83M 2.7%
+31,141
New +$8.38M
FFEB icon
9
FT Vest US Equity Buffer ETF February
FFEB
$1.41B
$8.33M 2.55%
+283,521
New +$8M
SPTI icon
10
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
$7.75M 2.37%
+233,448
New +$7.73M
EEM icon
11
iShares MSCI Emerging Markets ETF
EEM
$30.7B
$6.4M 1.96%
+160,103
New +$5.99M
AAPL icon
12
Apple
AAPL
$4.55T
$4.14M 1.27%
+45,352
New +$3.51M
ESGU icon
13
iShares ESG Aware MSCI USA ETF
ESGU
$18.1B
$4.12M 1.26%
+58,882
New +$3.88M
DG icon
14
Dollar General
DG
$27.5B
$3.89M 1.19%
+20,423
New +$3.7M
JPM icon
15
JPMorgan Chase
JPM
$945B
$3.79M 1.16%
+40,350
New +$3.83M
NKE icon
16
Nike
NKE
$60.7B
$3.48M 1.06%
+35,458
New +$3.27M
IAU icon
17
iShares Gold Trust
IAU
$68.7B
$3.13M 0.96%
+92,137
New +$3.02M
CVX icon
18
Chevron
CVX
$399B
$2.98M 0.91%
+33,421
New +$2.99M
VGT icon
19
Vanguard Information Technology ETF
VGT
$143B
$2.9M 0.89%
+83,392
New +$2.6M
MSFT icon
20
Microsoft
MSFT
$3.62T
$2.61M 0.8%
+12,820
New +$2.33M
UNH icon
21
UnitedHealth
UNH
$356B
$2.54M 0.78%
+8,604
New +$2.47M
TMO icon
22
Thermo Fisher Scientific
TMO
$231B
$2.51M 0.77%
+6,926
New +$2.32M
ARKK icon
23
ARK Innovation ETF
ARKK
$6.44B
$2.5M 0.76%
+35,006
New +$2.05M
AVGO icon
24
Broadcom
AVGO
$1.72T
$2.49M 0.76%
+78,800
New +$2.21M
DIS icon
25
Walt Disney
DIS
$190B
$2.47M 0.75%
+22,118
New +$2.44M

Similar funds

Cascadia Advisory Services's Q2 2020 Portfolio in Review

As of Q2 2020, Cascadia Advisory Services held 169 positions worth $327M. Its ten largest holdings account for 37% of the portfolio.

Cascadia Advisory Services deployed $314M of net new capital in Q2 2020, opening 169 new positions. Its largest new stake was First Trust Smith Opportunistic Fixed Income ETF: 441,994 shares worth $24.2M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, followed by Technology and Consumer Discretionary.

  • Cascadia Advisory Services's largest Q2 2020 buy was First Trust Smith Opportunistic Fixed Income ETF: 441,994 shares worth $24.2M.
  • Cascadia Advisory Services's ten largest holdings make up 37% of its $327M portfolio in Q2 2020.
  • Cascadia Advisory Services opened 169 new positions and closed 0 in Q2 2020.

Based on Cascadia Advisory Services's 13F filing for Q2 2020, filed 7 Aug 2020.