CIA
Cascade Investment Advisors Portfolio holdings
AUM
$156M
This Quarter Return
+0.81%
1 Year Return
+14.86%
3 Year Return
+60.28%
5 Year Return
+129.27%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.3%
Holding
177
New
177
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Wells Fargo
WFC
|
$4.8M |
| 2 |
US Bancorp
USB
|
$2.85M |
| 3 |
Johnson & Johnson
JNJ
|
$2.57M |
| 4 |
Microsoft
MSFT
|
$2.28M |
| 5 |
Cisco
CSCO
|
$2.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 15.47% |
| 2 | Consumer Discretionary | 15.35% |
| 3 | Financials | 13.57% |
| 4 | Technology | 12.2% |
| 5 | Healthcare | 9.77% |
