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
$159M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.14M
3
+$770K
4
CTRA icon
Coterra Energy
CTRA
+$663K
5
LOW icon
Lowe's Companies
LOW
+$429K

Top Sells

1
+$1.18M
2
+$1.17M
3
+$1.01M
4
TBRG icon
TruBridge
TBRG
+$927K
5
INFY icon
Infosys
INFY
+$411K

Sector Composition

1 Technology 23.48%
2 Industrials 11.22%
3 Healthcare 11.19%
4 Consumer Discretionary 11.11%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.2K 0.01%
1,000
227
$9.51K 0.01%
150
228
$9.38K 0.01%
167
229
$9.16K 0.01%
100
230
$8.67K 0.01%
40
231
$8.55K 0.01%
525
232
$8.05K 0.01%
150
-18,855
233
$7.9K 0.01%
150
234
$7.88K 0.01%
400
235
$7.71K ﹤0.01%
200
236
$7.06K ﹤0.01%
117
237
$5.9K ﹤0.01%
150
238
$5.86K ﹤0.01%
10
239
$5.36K ﹤0.01%
100
240
$5.15K ﹤0.01%
52
241
$3.25K ﹤0.01%
190
242
$2.81K ﹤0.01%
50
243
$2.31K ﹤0.01%
30
244
$2.23K ﹤0.01%
60
245
$1.98K ﹤0.01%
20
246
$1.74K ﹤0.01%
10
247
$1.55K ﹤0.01%
15
248
$1.46K ﹤0.01%
10
249
$1.34K ﹤0.01%
6
250
$1.33K ﹤0.01%
28
8 9
10
11 12