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
251
$670 ﹤0.01%
577
252
-27,225
253
-500
254
-500
255
-300
256
-22