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
$131M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$916K
2 +$756K
3 +$720K
4
CFG icon
Citizens Financial Group
CFG
+$574K
5
HSII icon
Heidrick & Struggles
HSII
+$550K

Top Sells

1 +$5.46M
2 +$679K
3 +$506K
4
WELL icon
Welltower
WELL
+$442K
5
WMT icon
Walmart
WMT
+$321K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 13.32%
3 Financials 13.16%
4 Industrials 11.52%
5 Healthcare 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
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277
-1,100
278
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279
-50
280
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281
-1,000
282
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283
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