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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.84M
3
+$3.28M
4
INTC icon
Intel
INTC
+$2.83M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.94%
2 Technology 14.73%
3 Industrials 14.11%
4 Financials 12.67%
5 Real Estate 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.1K 0.01%
+700
152
$10.9K 0.01%
+150
153
$10.7K 0.01%
+157
154
$9.94K 0.01%
+220
155
$9.5K 0.01%
+400
156
$9.49K 0.01%
+325
157
$9.47K 0.01%
+92
158
$9.09K 0.01%
+120
159
$8.96K 0.01%
+500
160
$8.69K 0.01%
+112
161
$7.79K 0.01%
+300
162
$7.62K 0.01%
+65
163
$7.54K 0.01%
+300
164
$7.45K 0.01%
+40
165
$7.42K 0.01%
+522
166
$7.11K 0.01%
+450
167
$6.95K 0.01%
+60
168
$6.76K 0.01%
+100
169
$6.4K 0.01%
+50
170
$5.68K ﹤0.01%
+120
171
$5.48K ﹤0.01%
+138
172
$5.26K ﹤0.01%
+50
173
$5.12K ﹤0.01%
+10
174
$5.01K ﹤0.01%
+75
175
$4.28K ﹤0.01%
+150
5 6
7
8 9