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
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.16M
3
+$916K
4
CSX icon
CSX Corp
CSX
+$754K
5
STAG icon
STAG Industrial
STAG
+$716K

Top Sells

1
+$1.07M
2
+$698K
3
+$557K
4
AAPL icon
Apple
AAPL
+$458K
5
QCOM icon
Qualcomm
QCOM
+$196K

Sector Composition

1 Technology 24.01%
2 Industrials 15.43%
3 Consumer Discretionary 12.98%
4 Healthcare 11.74%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$961K 0.82%
28,178
52
$961K 0.82%
16,150
+635
53
$957K 0.81%
17,370
-50
54
$956K 0.81%
9,990
+260
55
$945K 0.8%
36,700
-300
56
$916K 0.78%
+26,730
57
$906K 0.77%
17,535
-75
58
$873K 0.74%
63,375
+300
59
$870K 0.74%
10,194
+194
60
$847K 0.72%
4,976
+325
61
$844K 0.72%
30,585
+35
62
$842K 0.71%
21,960
-38
63
$836K 0.71%
28,425
-325
64
$814K 0.69%
14,380
+470
65
$813K 0.69%
21,985
+225
66
$802K 0.68%
3,177
-60
67
$790K 0.67%
9,125
+45
68
$785K 0.67%
18,205
+900
69
$780K 0.66%
21,710
+450
70
$771K 0.65%
23,478
+488
71
$767K 0.65%
32,645
+500
72
$754K 0.64%
+29,115
73
$740K 0.63%
28,280
+435
74
$735K 0.62%
14,854
-265
75
$725K 0.62%
28,695
+1,125
1 2
3
4 5