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
$126M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.23M
3
+$968K
4
NTR icon
Nutrien
NTR
+$887K
5
SCHW icon
Charles Schwab
SCHW
+$404K

Top Sells

1
+$1.3M
2
+$1.28M
3
+$1.19M
4
ST icon
Sensata Technologies
ST
+$1.16M
5
MGA icon
Magna International
MGA
+$934K

Sector Composition

1 Technology 21.98%
2 Consumer Discretionary 14.63%
3 Industrials 11.73%
4 Financials 10.98%
5 Real Estate 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$75.4K 0.06%
+615
127
$75.2K 0.06%
+200
128
$75.2K 0.06%
+195
129
$73.5K 0.06%
+365
130
$68.9K 0.05%
+355
131
$66.4K 0.05%
+900
132
$65.3K 0.05%
+400
133
$64.7K 0.05%
+406
134
$60.9K 0.05%
+800
135
$59.3K 0.05%
+815
136
$58.3K 0.05%
+400
137
$57.1K 0.05%
+900
138
$56.8K 0.05%
+203
139
$53.9K 0.04%
+256
140
$52.4K 0.04%
+680
141
$52.2K 0.04%
+533
142
$51.6K 0.04%
+535
143
$49.6K 0.04%
500
-3,940
144
$48.7K 0.04%
+200
145
$48.6K 0.04%
+265
146
$47K 0.04%
+550
147
$44.3K 0.04%
+2,025
148
$41.7K 0.03%
+600
149
$41.4K 0.03%
+499
150
$39.7K 0.03%
+2,700
4 5
6
7 8