CIA

Cascade Investment Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.9M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1 +$902K
2 +$822K
3 +$761K
4
ACA icon
Arcosa
ACA
+$290K
5
OVV icon
Ovintiv
OVV
+$178K

Top Sells

1 +$1.06M
2 +$1.05M
3 +$962K
4
VYX icon
NCR Voyix
VYX
+$783K
5
HBI icon
Hanesbrands
HBI
+$718K

Sector Composition

1 Technology 18.55%
2 Consumer Discretionary 12.82%
3 Financials 12.43%
4 Industrials 11.67%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-65
227
-1,000
228
-3,000
229
-44,907
230
-1
231
-9,875
232
-207
233
-100
234
-3,300
235
-23,290