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
$159M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$1.14M
3 +$770K
4
CTRA icon
Coterra Energy
CTRA
+$663K
5
LOW icon
Lowe's Companies
LOW
+$429K

Top Sells

1 +$1.18M
2 +$1.17M
3 +$1.01M
4
TBRG icon
TruBridge
TBRG
+$927K
5
INFY icon
Infosys
INFY
+$411K

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
276
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283
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