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
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$660K
3
+$419K
4
AMGN icon
Amgen
AMGN
+$224K
5
ALC icon
Alcon
ALC
+$203K

Top Sells

1
+$412K
2
+$293K
3
+$263K
4
NVS icon
Novartis
NVS
+$208K
5
DD icon
DuPont de Nemours
DD
+$109K

Sector Composition

1 Technology 18.74%
2 Consumer Discretionary 13.92%
3 Financials 12.56%
4 Industrials 11.8%
5 Healthcare 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69.8K 0.06%
799
127
$69.3K 0.06%
1,280
128
$67.6K 0.06%
400
129
$66.7K 0.06%
+1,180
130
$65.3K 0.06%
1,000
131
$58.1K 0.05%
+1,000
132
$54.4K 0.05%
+960
133
$54K 0.05%
+890
134
$52.9K 0.04%
1,000
135
$50.9K 0.04%
+600
136
$50.5K 0.04%
883
137
$49K 0.04%
700
138
$48.6K 0.04%
290
139
$47.3K 0.04%
577
140
$47.2K 0.04%
535
141
$46.7K 0.04%
+1,700
142
$46.4K 0.04%
220
143
$46.2K 0.04%
1,000
-200
144
$46.1K 0.04%
400
145
$44.4K 0.04%
700
146
$44.3K 0.04%
400
147
$40.4K 0.03%
500
148
$39.7K 0.03%
524
149
$39.4K 0.03%
727
150
$38.1K 0.03%
+700
4 5
6
7 8