CIA
Cascade Investment Advisors Portfolio holdings
AUM
$156M
This Quarter Return
+4.19%
1 Year Return
+14.86%
3 Year Return
+60.28%
5 Year Return
+129.27%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(-12%)
Cap. Flow
-$19.3M
Cap. Flow
% of AUM
-17.24%
Top 10 Holdings %
Top 10 Hldgs %
21.64%
Holding
234
New
22
Increased
25
Reduced
101
Closed
42
Top Buys
| 1 |
Nutrien
NTR
|
$1.82M |
| 2 |
J.M. Smucker
SJM
|
$1.25M |
| 3 |
F5
FFIV
|
$1.03M |
| 4 |
Mondelez International
MDLZ
|
$688K |
| 5 |
Lazard
LAZ
|
$684K |
Top Sells
| 1 |
Apple
AAPL
|
$3.69M |
| 2 |
Tapestry
TPR
|
$2.05M |
| 3 |
AMC Networks
AMCX
|
$1.58M |
| 4 |
Johnson Controls International
JCI
|
$1.35M |
| 5 |
C.H. Robinson
CHRW
|
$810K |
Sector Composition
| 1 | Technology | 19.96% |
| 2 | Consumer Discretionary | 14.07% |
| 3 | Industrials | 13.53% |
| 4 | Financials | 11.48% |
| 5 | Healthcare | 8.91% |