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
251
-500
252
-2,000
253
-13,930
254
-42,030
255
-15
256
-6,626
257
-341
258
-1,300