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
$106M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.12M
3
+$937K
4
TSN icon
Tyson Foods
TSN
+$926K
5
LPX icon
Louisiana-Pacific
LPX
+$698K

Top Sells

1
+$7.24M
2
+$1.27M
3
+$908K
4
USB icon
US Bancorp
USB
+$798K
5
ZBRA icon
Zebra Technologies
ZBRA
+$714K

Sector Composition

1 Technology 24.41%
2 Industrials 13.45%
3 Consumer Discretionary 13.05%
4 Healthcare 12.89%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.97K 0.01%
430
-8,447
227
$6.61K 0.01%
100
-495
228
$6.46K 0.01%
525
229
$5.98K 0.01%
157
230
$5.87K 0.01%
100
231
$5.83K 0.01%
40
+5
232
$4.99K ﹤0.01%
+300
233
$4.05K ﹤0.01%
641
234
$3.89K ﹤0.01%
100
235
$3.64K ﹤0.01%
+52
236
$2.63K ﹤0.01%
+300
237
$2.11K ﹤0.01%
50
238
$2K ﹤0.01%
+10
239
$1.95K ﹤0.01%
100
240
$1.95K ﹤0.01%
32
241
$1.39K ﹤0.01%
20
242
$1.12K ﹤0.01%
15
243
$1.1K ﹤0.01%
+28
244
$1.07K ﹤0.01%
10
245
$910 ﹤0.01%
+32
246
$659 ﹤0.01%
577
247
– –
-1,300
248
– –
-341
249
– –
-6,626
250
– –
-15
7 8 9
10
11