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
$148M
AUM Growth
-$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$943K
3
+$457K
4
PYPL icon
PayPal
PYPL
+$312K
5
SUI icon
Sun Communities
SUI
+$236K

Top Sells

1
+$1.44M
2
+$1.26M
3
+$1.01M
4
SEDG icon
SolarEdge
SEDG
+$834K
5
AMAT icon
Applied Materials
AMAT
+$731K

Sector Composition

1 Technology 21.14%
2 Consumer Discretionary 15.22%
3 Industrials 13%
4 Financials 9.05%
5 Real Estate 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.7%
69,222
+2,550
77
$1.03M 0.69%
29,700
+1,640
78
$1.02M 0.69%
10,427
+930
79
$1M 0.68%
34,425
+3,845
80
$993K 0.67%
7,873
+1,390
81
$943K 0.64%
+6,590
82
$909K 0.61%
15,300
-700
83
$870K 0.59%
3,945
+55
84
$771K 0.52%
53,038
-150
85
$769K 0.52%
7,198
+888
86
$704K 0.47%
3,478
-15
87
$672K 0.45%
6,950
-750
88
$656K 0.44%
22,626
89
$652K 0.44%
2,080
90
$603K 0.41%
6,066
+75
91
$477K 0.32%
9,481
+334
92
$457K 0.31%
+23,500
93
$367K 0.25%
842
94
$360K 0.24%
7,380
+50
95
$344K 0.23%
13,923
+141
96
$344K 0.23%
631
97
$339K 0.23%
2,946
98
$329K 0.22%
1,997
-100
99
$307K 0.21%
12,932
100
$298K 0.2%
351
1 2 3
4
5