CIA

Cascade Investment Advisors Portfolio holdings

AUM $170M
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.34M
3
+$1.28M
4
CTRA icon
Coterra Energy
CTRA
+$1.19M
5
TXRH icon
Texas Roadhouse
TXRH
+$1.17M

Top Sells

1
+$1.68M
2
+$1.51M
3
+$1.35M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.29M
5
AIN icon
Albany International
AIN
+$1.2M

Sector Composition

1 Technology 22.67%
2 Financials 12.46%
3 Healthcare 10.65%
4 Industrials 10.44%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
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