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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.85M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$2.28M
5
CSCO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.8K 0.02%
+200
127
$20.4K 0.02%
+330
128
$19K 0.02%
+300
129
$18.1K 0.02%
+400
130
$17.5K 0.02%
+155
131
$17.3K 0.02%
+412
132
$16.6K 0.02%
+278
133
$13.6K 0.01%
+469
134
$13.4K 0.01%
+500
135
$12.6K 0.01%
+500
136
$10.7K 0.01%
+200
137
$10.2K 0.01%
+125
138
$10.1K 0.01%
+84
139
$9.79K 0.01%
+20
140
$9.61K 0.01%
+112
141
$8.68K 0.01%
+100
142
$8.57K 0.01%
+120
143
$8.27K 0.01%
+300
144
$7.93K 0.01%
+400
145
$7.78K 0.01%
+300
146
$7.3K 0.01%
+65
147
$6.9K 0.01%
+100
148
$6.71K 0.01%
+100
149
$6.46K 0.01%
+157
150
$6.16K 0.01%
+150
3 4 5
6
7