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
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.16M
3
+$916K
4
CSX icon
CSX Corp
CSX
+$754K
5
STAG icon
STAG Industrial
STAG
+$716K

Top Sells

1
+$1.07M
2
+$698K
3
+$557K
4
AAPL icon
Apple
AAPL
+$458K
5
QCOM icon
Qualcomm
QCOM
+$196K

Sector Composition

1 Technology 24.01%
2 Industrials 15.43%
3 Consumer Discretionary 12.98%
4 Healthcare 11.74%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.76K 0.01%
150
227
$8.66K 0.01%
200
228
$8.48K 0.01%
350
229
$7.09K 0.01%
50
230
$6.65K 0.01%
815
231
$6.46K 0.01%
107
-9,235
232
$6.44K 0.01%
700
233
$6.26K 0.01%
525
234
$6.15K 0.01%
40
235
$6K 0.01%
157
236
$5.91K 0.01%
100
237
$4.42K ﹤0.01%
300
238
$4.22K ﹤0.01%
100
239
$3.9K ﹤0.01%
52
240
$3.6K ﹤0.01%
641
241
$3.35K ﹤0.01%
300
242
$2.75K ﹤0.01%
+300
243
$2.23K ﹤0.01%
50
244
$2.03K ﹤0.01%
32
245
$1.51K ﹤0.01%
20
246
$1.47K ﹤0.01%
100
247
$1.35K ﹤0.01%
32
248
$1.21K ﹤0.01%
15
249
$1.11K ﹤0.01%
10
250
$1.08K ﹤0.01%
28
7 8 9
10
11