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
$130M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$872K
3
+$791K
4
NSIT icon
Insight Enterprises
NSIT
+$702K
5
CAT icon
Caterpillar
CAT
+$581K

Top Sells

1
+$345K
2
+$281K
3
+$265K
4
TGT icon
Target
TGT
+$218K
5
HIMX
Himax Technologies
HIMX
+$196K

Sector Composition

1 Technology 22.18%
2 Consumer Discretionary 12.81%
3 Financials 12.2%
4 Industrials 11.85%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.55K 0.01%
341
227
$9.34K 0.01%
+700
228
$9.26K 0.01%
+160
229
$9.24K 0.01%
400
230
$8.4K 0.01%
58
231
$8.36K 0.01%
211
232
$8.22K 0.01%
+100
233
$7.76K 0.01%
525
234
$7.57K 0.01%
100
235
$6.97K 0.01%
+8,300
236
$6.9K 0.01%
+1,100
237
$6.88K 0.01%
140
238
$6.67K 0.01%
+150
239
$6.43K 0.01%
107
240
$6.35K ﹤0.01%
75
241
$6.12K ﹤0.01%
100
242
$5.9K ﹤0.01%
+35
243
$5.66K ﹤0.01%
+100
244
$5.39K ﹤0.01%
35
245
$5.22K ﹤0.01%
+200
246
$4.78K ﹤0.01%
100
247
$4.69K ﹤0.01%
+50
248
$3.8K ﹤0.01%
1,122
+566
249
$3.73K ﹤0.01%
+75
250
$3.34K ﹤0.01%
+100
7 8 9
10
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