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
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.16M
3
+$916K
4
CSX icon
CSX Corp
CSX
+$754K
5
STAG icon
STAG Industrial
STAG
+$716K

Top Sells

1
+$1.07M
2
+$698K
3
+$557K
4
AAPL icon
Apple
AAPL
+$458K
5
QCOM icon
Qualcomm
QCOM
+$196K

Sector Composition

1 Technology 24.01%
2 Industrials 15.43%
3 Consumer Discretionary 12.98%
4 Healthcare 11.74%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$90.9K 0.08%
1,240
-40
127
$90.8K 0.08%
2,000
128
$88.7K 0.08%
1,100
129
$87.9K 0.07%
595
+495
130
$83K 0.07%
245
131
$80.8K 0.07%
1,000
132
$78.7K 0.07%
400
133
$75.7K 0.06%
900
134
$75.5K 0.06%
3,000
135
$75.1K 0.06%
1,300
-200
136
$68.8K 0.06%
850
137
$68.5K 0.06%
220
138
$67.5K 0.06%
600
139
$67K 0.06%
849
+50
140
$59.2K 0.05%
400
141
$58.3K 0.05%
350
142
$57.8K 0.05%
2,700
143
$57K 0.05%
322
144
$55.6K 0.05%
1,000
145
$55.5K 0.05%
800
146
$52.5K 0.04%
883
147
$52.1K 0.04%
960
148
$51.9K 0.04%
600
149
$51.2K 0.04%
290
150
$51.1K 0.04%
1,000
4 5
6
7 8