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
76
$1.16M 0.74%
2,510
-45
77
$1.14M 0.73%
60,450
+1,300
78
$1.07M 0.68%
3,957
+12
79
$1.02M 0.65%
72,572
+3,350
80
$970K 0.62%
27,430
+315
81
$853K 0.54%
15,100
-200
82
$786K 0.5%
52,938
-100
83
$733K 0.47%
3,478
84
$706K 0.45%
6,950
85
$689K 0.44%
2,080
86
$668K 0.43%
6,066
87
$659K 0.42%
22,626
88
$522K 0.33%
28,600
+5,100
89
$512K 0.33%
12,740
-24,145
90
$488K 0.31%
9,708
+227
91
$445K 0.28%
842
92
$395K 0.25%
7,480
+100
93
$389K 0.25%
14,514
+591
94
$371K 0.24%
647
+16
95
$344K 0.22%
2,931
-15
96
$340K 0.22%
1,997
97
$323K 0.21%
12,532
-400
98
$311K 0.2%
351
99
$308K 0.2%
4,375
-2,823
100
$298K 0.19%
3,783
+551
1 2 3
4
5