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
$114M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.02M
3
+$927K
4
HBI
Hanesbrands
HBI
+$900K
5
NLSN
Nielsen Holdings plc
NLSN
+$890K

Top Sells

1
+$2.63M
2
+$1.85M
3
+$1.6M
4
AGCO icon
AGCO
AGCO
+$1.45M
5
CAT icon
Caterpillar
CAT
+$659K

Sector Composition

1 Consumer Discretionary 18.67%
2 Technology 14.63%
3 Financials 13.24%
4 Real Estate 10.54%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.7K 0.02%
400
127
$17.7K 0.02%
300
128
$13.4K 0.01%
+200
129
$12.7K 0.01%
237
130
$12.3K 0.01%
150
+38
131
$12.3K 0.01%
125
132
$11.6K 0.01%
100
-55
133
$11.5K 0.01%
200
-245
134
$10.8K 0.01%
157
135
$10.6K 0.01%
150
136
$8.57K 0.01%
500
137
$8.27K 0.01%
+300
138
$8.09K 0.01%
+300
139
$7.92K 0.01%
125
-350
140
$7.81K 0.01%
40
141
$7.71K 0.01%
65
142
$7.14K 0.01%
100
143
$7.08K 0.01%
150
+30
144
$6.66K 0.01%
100
-300
145
$5.54K ﹤0.01%
450
146
$5.5K ﹤0.01%
+70
147
$5.35K ﹤0.01%
+650
148
$5.19K ﹤0.01%
100
-100
149
$4.68K ﹤0.01%
+75
150
$4.59K ﹤0.01%
+26
4 5
6
7 8