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
$118M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$857K
4
PCAR icon
PACCAR
PCAR
+$639K
5
UNFI icon
United Natural Foods
UNFI
+$628K

Top Sells

1
+$1.18M
2
+$1.16M
3
+$706K
4
NLSN
Nielsen Holdings plc
NLSN
+$665K
5
TUP
Tupperware Brands Corporation
TUP
+$547K

Sector Composition

1 Technology 20.46%
2 Industrials 12.91%
3 Consumer Discretionary 12.27%
4 Financials 11.18%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.21%
28,552
+260
27
$1.42M 1.2%
6,850
-85
28
$1.4M 1.19%
30,013
+1,800
29
$1.36M 1.15%
25,970
-50
30
$1.36M 1.15%
27,565
-275
31
$1.35M 1.14%
15,913
+125
32
$1.32M 1.12%
9,150
+35
33
$1.3M 1.1%
12,634
+970
34
$1.29M 1.09%
13,095
-350
35
$1.27M 1.08%
25,695
+175
36
$1.26M 1.06%
38,295
+581
37
$1.25M 1.06%
6,270
+325
38
$1.24M 1.05%
12,570
-175
39
$1.22M 1.03%
38,850
-525
40
$1.21M 1.02%
13,940
+795
41
$1.2M 1.01%
68,525
-2,625
42
$1.18M 1%
20,370
+1,345
43
$1.17M 0.99%
44,219
-555
44
$1.14M 0.96%
5,655
-5
45
$1.13M 0.96%
18,620
+16,695
46
$1.13M 0.96%
13,730
-600
47
$1.12M 0.95%
33,575
+1,250
48
$1.11M 0.94%
67,175
-2,800
49
$1.09M 0.92%
17,680
+2,755
50
$1.08M 0.91%
25,225
+350
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2
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