We are live on ! Find out more
CIA

Cascade Investment Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 24.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$671K
3
+$484K
4
IP icon
International Paper
IP
+$354K
5
META icon
Meta Platforms (Facebook)
META
+$344K

Top Sells

1
+$1.75M
2
+$1.37M
3
+$1.35M
4
SJM icon
J.M. Smucker
SJM
+$1.31M
5
DOX icon
Amdocs
DOX
+$1.26M

Sector Composition

1 Technology 20.71%
2 Financials 13.79%
3 Industrials 13.78%
4 Consumer Discretionary 13.09%
5 Real Estate 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,993
127
– –
-413
128
– –
-1,200
129
– –
-157
130
– –
-140
131
– –
-1,300
132
– –
-200
133
– –
-340
134
– –
-30
135
– –
-833
136
– –
-20,262
137
– –
-100
138
– –
-124
139
– –
-1,793
140
– –
-15,130
141
– –
-200
142
– –
-535
143
– –
-325
144
– –
-235
145
– –
-300
146
– –
-100
147
– –
-400
148
– –
-2,700
149
– –
-200
150
– –
-28,815
4 5
6
7 8