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
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$857K
4
PCAR icon
PACCAR
PCAR
+$639K
5
UNFI icon
United Natural Foods
UNFI
+$628K

Top Sells

1
+$1.18M
2
+$1.16M
3
+$706K
4
NLSN
Nielsen Holdings plc
NLSN
+$665K
5
TUP
Tupperware Brands Corporation
TUP
+$547K

Sector Composition

1 Technology 20.46%
2 Industrials 12.91%
3 Consumer Discretionary 12.27%
4 Financials 11.18%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$157K 0.13%
2,095
+445
102
$146K 0.12%
681
103
$143K 0.12%
950
-50
104
$134K 0.11%
2,000
105
$119K 0.1%
1,434
-196
106
$115K 0.1%
889
107
$112K 0.09%
2,000
108
$109K 0.09%
1,200
+200
109
$108K 0.09%
4,273
110
$101K 0.09%
3,000
+2,924
111
$100K 0.08%
1,000
112
$98.6K 0.08%
420
+50
113
$91.8K 0.08%
4,415
114
$82K 0.07%
9,875
-7,512
115
$80.3K 0.07%
1,200
116
$77.3K 0.07%
1,280
117
$67.6K 0.06%
595
118
$66.9K 0.06%
400
119
$64.5K 0.05%
+799
120
$63.9K 0.05%
800
121
$63.5K 0.05%
750
+600
122
$62.1K 0.05%
1,000
123
$58.4K 0.05%
500
124
$55.5K 0.05%
1,000
125
$54K 0.05%
700
3 4
5
6 7