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
$118M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$660K
3
+$419K
4
AMGN icon
Amgen
AMGN
+$224K
5
ALC icon
Alcon
ALC
+$203K

Top Sells

1
+$412K
2
+$293K
3
+$263K
4
NVS icon
Novartis
NVS
+$208K
5
DD icon
DuPont de Nemours
DD
+$109K

Sector Composition

1 Technology 18.74%
2 Consumer Discretionary 13.92%
3 Financials 12.56%
4 Industrials 11.8%
5 Healthcare 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.48K 0.01%
22
227
$5.99K 0.01%
75
228
$5.48K ﹤0.01%
+35
229
$5.36K ﹤0.01%
107
230
$5.06K ﹤0.01%
100
231
$4.68K ﹤0.01%
100
232
$2.24K ﹤0.01%
50
233
$1.79K ﹤0.01%
556
234
$1.33K ﹤0.01%
+20
235
$1.3K ﹤0.01%
10
236
$1.13K ﹤0.01%
15
237
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6 7 8 9
10