CIA
Cascade Investment Advisors Portfolio holdings
AUM
$156M
This Quarter Return
-14.47%
1 Year Return
+14.86%
3 Year Return
+60.28%
5 Year Return
+129.27%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(-22%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-8.71%
Top 10 Holdings %
Top 10 Hldgs %
17.22%
Holding
258
New
5
Increased
43
Reduced
52
Closed
21
Top Buys
| 1 |
Amazon
AMZN
|
$1.34M |
| 2 |
AT&T
T
|
$1.3M |
| 3 |
Cummins
CMI
|
$1.28M |
| 4 |
Ralph Lauren
RL
|
$892K |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
$717K |
Top Sells
| 1 |
Dollar Tree
DLTR
|
$1.72M |
| 2 |
Hilton Worldwide
HLT
|
$1.56M |
| 3 |
F5
FFIV
|
$1.46M |
| 4 |
Northwest Natural Holdings
NWN
|
$1.42M |
| 5 |
Quest Diagnostics
DGX
|
$1.29M |
Sector Composition
| 1 | Technology | 20.62% |
| 2 | Industrials | 13.76% |
| 3 | Financials | 13.46% |
| 4 | Healthcare | 11.52% |
| 5 | Real Estate | 9.41% |