CIA
Cascade Investment Advisors Portfolio holdings
AUM
$156M
This Quarter Return
-4.2%
1 Year Return
+14.86%
3 Year Return
+60.28%
5 Year Return
+129.27%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(-8.6%)
Cap. Flow
-$16.3M
Cap. Flow
% of AUM
-13.99%
Top 10 Holdings %
Top 10 Hldgs %
18.66%
Holding
243
New
6
Increased
40
Reduced
39
Closed
137
Top Buys
| 1 |
Columbia Sportswear
COLM
|
$1.11M |
| 2 |
Skechers
SKX
|
$617K |
| 3 |
Charles Schwab
SCHW
|
$555K |
| 4 |
Pultegroup
PHM
|
$310K |
| 5 |
International Paper
IP
|
$291K |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$1.75M |
| 2 |
Cognizant
CTSH
|
$1.37M |
| 3 |
Nutrien
NTR
|
$1.33M |
| 4 |
J.M. Smucker
SJM
|
$1.31M |
| 5 |
Amdocs
DOX
|
$1.26M |
Sector Composition
| 1 | Technology | 20.71% |
| 2 | Financials | 13.79% |
| 3 | Industrials | 13.59% |
| 4 | Consumer Discretionary | 13.09% |
| 5 | Real Estate | 9.86% |
