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
$90.7M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$942K
3 +$788K
4
HD icon
Home Depot
HD
+$544K
5
CHKP icon
Check Point Software Technologies
CHKP
+$506K

Top Sells

1 +$4.26M
2 +$983K
3 +$978K
4
HON icon
Honeywell
HON
+$946K
5
SLB icon
SLB Limited
SLB
+$909K

Sector Composition

1 Technology 21.87%
2 Healthcare 14.02%
3 Industrials 13.55%
4 Consumer Discretionary 11.49%
5 Financials 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-67,175
252
-200