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
$118M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$857K
4
PCAR icon
PACCAR
PCAR
+$639K
5
UNFI icon
United Natural Foods
UNFI
+$628K

Top Sells

1
+$1.18M
2
+$1.16M
3
+$706K
4
NLSN
Nielsen Holdings plc
NLSN
+$665K
5
TUP
Tupperware Brands Corporation
TUP
+$547K

Sector Composition

1 Technology 20.46%
2 Industrials 12.91%
3 Consumer Discretionary 12.27%
4 Financials 11.18%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53.4K 0.05%
815
127
$50.8K 0.04%
577
128
$47.7K 0.04%
+290
129
$46.8K 0.04%
585
130
$45.4K 0.04%
850
-300
131
$45.2K 0.04%
1,000
-400
132
$42.9K 0.04%
400
133
$42.6K 0.04%
242
134
$42.1K 0.04%
1,200
+200
135
$41K 0.03%
650
136
$36.9K 0.03%
217
137
$36.1K 0.03%
400
138
$35.9K 0.03%
1,300
139
$35.3K 0.03%
300
140
$33.8K 0.03%
500
141
$33.5K 0.03%
800
-60
142
$33.2K 0.03%
727
-125
143
$32.6K 0.03%
200
144
$31.1K 0.03%
90
145
$31.1K 0.03%
438
146
$30.8K 0.03%
778
147
$29.5K 0.02%
317
148
$29.4K 0.02%
483
149
$29.3K 0.02%
666
-10
150
$28.2K 0.02%
200
4 5
6
7 8