CIA

Cascade Investment Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 24.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.71%
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
+$1.04M
3
+$704K
4
CTRA icon
Coterra Energy
CTRA
+$647K
5
LOW icon
Lowe's Companies
LOW
+$432K

Top Sells

1
+$1.18M
2
+$1.17M
3
+$1.05M
4
TBRG icon
TruBridge
TBRG
+$927K
5
INFY icon
Infosys
INFY
+$370K

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
251
$1.26K ﹤0.01%
10
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253
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$987 ﹤0.01%
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6
256
$826 ﹤0.01%
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$622 ﹤0.01%
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$301 ﹤0.01%
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