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
$157M
AUM Growth
+$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.48M
3
+$1.23M
4
ABNB icon
Airbnb
ABNB
+$1.23M
5
SCHW icon
Charles Schwab
SCHW
+$371K

Top Sells

1
+$1.52M
2
+$1.35M
3
+$1.17M
4
TSLA icon
Tesla
TSLA
+$1.05M
5
IART icon
Integra LifeSciences
IART
+$1M

Sector Composition

1 Technology 21.89%
2 Industrials 13.7%
3 Consumer Discretionary 13.53%
4 Financials 11.59%
5 Real Estate 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.23%
24,050
+18
27
$1.93M 1.23%
19,790
+1,110
28
$1.91M 1.22%
24,782
+30
29
$1.9M 1.21%
11,253
-150
30
$1.85M 1.18%
23,670
+520
31
$1.84M 1.17%
121,415
+180
32
$1.77M 1.13%
10,404
+320
33
$1.75M 1.12%
15,882
-8
34
$1.73M 1.1%
59,909
-85
35
$1.72M 1.09%
4,719
-930
36
$1.68M 1.07%
20,355
+75
37
$1.64M 1.05%
34,184
+1,465
38
$1.62M 1.03%
4,387
+30
39
$1.61M 1.02%
9,907
+275
40
$1.6M 1.02%
15,200
+225
41
$1.6M 1.02%
29,060
-2,250
42
$1.58M 1%
46,600
-8,275
43
$1.56M 0.99%
10,385
+270
44
$1.56M 0.99%
+10,245
45
$1.55M 0.98%
15,729
+30
46
$1.55M 0.98%
23,105
+2,005
47
$1.51M 0.96%
43,721
+100
48
$1.49M 0.95%
39,350
+1,105
49
$1.49M 0.95%
9,534
+15
50
$1.48M 0.94%
+7,419
1
2
3 4 5