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
$171M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$1.09M
4
ATEN icon
A10 Networks
ATEN
+$546K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$493K

Top Sells

1
+$905K
2
+$749K
3
+$669K
4
DGX icon
Quest Diagnostics
DGX
+$192K
5
ECL icon
Ecolab
ECL
+$141K

Sector Composition

1 Technology 25.84%
2 Consumer Discretionary 11.58%
3 Healthcare 11.2%
4 Industrials 10.32%
5 Financials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.4K 0.01%
300
-300
227
$13.7K 0.01%
157
228
$13.1K 0.01%
97
229
$12.9K 0.01%
750
230
$12.8K 0.01%
275
231
$10.9K 0.01%
40
232
$10.2K 0.01%
100
233
$9.01K 0.01%
525
234
$8.99K 0.01%
400
235
$8.87K 0.01%
167
236
$7.1K ﹤0.01%
100
237
$7.07K ﹤0.01%
1,000
238
$6.09K ﹤0.01%
117
239
$5.67K ﹤0.01%
10
240
$5.61K ﹤0.01%
150
241
$4.94K ﹤0.01%
52
242
$4.8K ﹤0.01%
100
243
$3.3K ﹤0.01%
190
244
$3.07K ﹤0.01%
50
245
$2.16K ﹤0.01%
30
246
$2.15K ﹤0.01%
60
247
$2.14K ﹤0.01%
20
248
$1.94K ﹤0.01%
10
249
$1.79K ﹤0.01%
10
250
$1.61K ﹤0.01%
15
7 8 9
10
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