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
$127M
AUM Growth
+$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.24M
3
+$1.06M
4
PSA icon
Public Storage
PSA
+$1.02M
5
DAL icon
Delta Air Lines
DAL
+$1.01M

Top Sells

1
+$2.06M
2
+$1.71M
3
+$1.55M
4
AFL icon
Aflac
AFL
+$1.44M
5
RYN icon
Rayonier
RYN
+$1.4M

Sector Composition

1 Technology 21.83%
2 Consumer Discretionary 15.89%
3 Industrials 14.87%
4 Financials 10.61%
5 Healthcare 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26.6K 0.02%
400
+300
152
$26.2K 0.02%
1,000
153
$24K 0.02%
+150
154
$22.4K 0.02%
225
155
$22.2K 0.02%
2,348
+1,552
156
$20.7K 0.02%
413
157
$19.9K 0.02%
92
+70
158
$19.9K 0.02%
100
159
$18.8K 0.01%
400
160
$18.6K 0.01%
119
161
$18.3K 0.01%
+8,300
162
$17.2K 0.01%
650
163
$16.9K 0.01%
+300
164
$16.7K 0.01%
+800
165
$16.4K 0.01%
700
166
$15.1K 0.01%
157
167
$14.4K 0.01%
277
168
$13.7K 0.01%
200
-282
169
$13.5K 0.01%
100
170
$13.5K 0.01%
300
171
$12.9K 0.01%
207
172
$12.8K 0.01%
500
173
$12.5K 0.01%
125
174
$12.2K 0.01%
+667
175
$12.2K 0.01%
323
-5
5 6
7
8 9