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
51
$1.47M 0.94%
26,967
+1,145
52
$1.44M 0.92%
13,153
+2,520
53
$1.39M 0.89%
21,986
-90
54
$1.39M 0.89%
19,925
+2,580
55
$1.39M 0.88%
15,555
-1,337
56
$1.39M 0.88%
10,288
+70
57
$1.39M 0.88%
17,243
+115
58
$1.39M 0.88%
62,761
-389
59
$1.36M 0.86%
22,805
-150
60
$1.35M 0.86%
20,951
+395
61
$1.35M 0.86%
3,322
62
$1.33M 0.84%
57,170
+125
63
$1.32M 0.84%
17,925
+550
64
$1.31M 0.84%
10,014
65
$1.31M 0.83%
22,518
-105
66
$1.28M 0.82%
13,003
+395
67
$1.24M 0.79%
51,910
-30
68
$1.23M 0.79%
+15,580
69
$1.23M 0.78%
+9,700
70
$1.22M 0.78%
7,354
+764
71
$1.21M 0.77%
8,613
+740
72
$1.2M 0.76%
8,157
+755
73
$1.2M 0.76%
10,075
+130
74
$1.17M 0.75%
32,520
+2,820
75
$1.17M 0.74%
11,917
+1,490
1 2
3
4 5