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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.84M
3
+$3.28M
4
INTC icon
Intel
INTC
+$2.83M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.94%
2 Technology 14.73%
3 Industrials 14.11%
4 Financials 12.67%
5 Real Estate 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28.1K 0.02%
+784
127
$27.4K 0.02%
+397
128
$24.5K 0.02%
+200
129
$22K 0.02%
+3,400
130
$21.6K 0.02%
+400
131
$21.1K 0.02%
+157
132
$20.7K 0.02%
+330
133
$18.8K 0.02%
+205
134
$18.5K 0.02%
+300
135
$17.8K 0.02%
+183
136
$17.3K 0.01%
+150
137
$17K 0.01%
+415
138
$17K 0.01%
+161
139
$16.9K 0.01%
+250
140
$16.1K 0.01%
+155
141
$13.6K 0.01%
+1,530
142
$13.4K 0.01%
+700
143
$13.3K 0.01%
+357
144
$13K 0.01%
+200
145
$12.8K 0.01%
+106
146
$11.8K 0.01%
+89
147
$11.8K 0.01%
+859
148
$11.5K 0.01%
+125
149
$11.4K 0.01%
+237
150
$11.2K 0.01%
+7,300
4 5
6
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