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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
$153M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$846K
2
+$583K
3
+$442K
4
PARA
Paramount Global Class B
PARA
+$223K
5
AMGN icon
Amgen
AMGN
+$205K

Top Sells

1
+$1.5M
2
+$1.03M
3
+$919K
4
MSFT icon
Microsoft
MSFT
+$455K
5
JLL icon
Jones Lang LaSalle
JLL
+$328K

Sector Composition

1 Technology 23.73%
2 Healthcare 11.33%
3 Consumer Discretionary 11.13%
4 Financials 11.02%
5 Industrials 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.05K ﹤0.01%
20
252
$975 ﹤0.01%
21
253
$892 ﹤0.01%
6
254
$706 ﹤0.01%
15
255
$596 ﹤0.01%
10
256
$273 ﹤0.01%
10
257
– –
-64,015
258
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-500
259
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261
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265
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268
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-700
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