CIA

Cascade Investment Advisors Portfolio holdings

AUM $170M
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.02M
3
+$927K
4
HBI
Hanesbrands
HBI
+$900K
5
NLSN
Nielsen Holdings plc
NLSN
+$890K

Top Sells

1
+$2.63M
2
+$1.85M
3
+$1.6M
4
AGCO icon
AGCO
AGCO
+$1.45M
5
CAT icon
Caterpillar
CAT
+$659K

Sector Composition

1 Consumer Discretionary 18.67%
2 Technology 14.63%
3 Financials 13.24%
4 Real Estate 10.54%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.56K ﹤0.01%
200
152
$4.15K ﹤0.01%
100
+20
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+70
154
$3.75K ﹤0.01%
225
155
$3.18K ﹤0.01%
40
+5
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$2.96K ﹤0.01%
20
+5
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$2.94K ﹤0.01%
+400
158
$2.86K ﹤0.01%
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