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
$112M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$978K
2 +$864K
3 +$574K
4
BMY icon
Bristol-Myers Squibb
BMY
+$327K
5
AR icon
Antero Resources
AR
+$143K

Top Sells

1 +$671K
2 +$550K
3 +$314K
4
GSK icon
GSK
GSK
+$310K
5
ACA icon
Arcosa
ACA
+$290K

Sector Composition

1 Technology 18.8%
2 Consumer Discretionary 13.21%
3 Industrials 12.03%
4 Financials 11.93%
5 Healthcare 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-225
227
-32,585
228
-963
229
-400
230
-6,480
231
-40
232
-10,477