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
$118M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$857K
4
PCAR icon
PACCAR
PCAR
+$639K
5
UNFI icon
United Natural Foods
UNFI
+$628K

Top Sells

1
+$1.18M
2
+$1.16M
3
+$706K
4
NLSN
Nielsen Holdings plc
NLSN
+$665K
5
TUP
Tupperware Brands Corporation
TUP
+$547K

Sector Composition

1 Technology 20.46%
2 Industrials 12.91%
3 Consumer Discretionary 12.27%
4 Financials 11.18%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27.8K 0.02%
500
152
$26.2K 0.02%
600
153
$25.5K 0.02%
1,000
154
$22.8K 0.02%
413
155
$22.6K 0.02%
340
156
$22.4K 0.02%
+183
157
$22.1K 0.02%
+200
158
$21.7K 0.02%
500
159
$19.9K 0.02%
119
160
$19.5K 0.02%
100
161
$19K 0.02%
300
162
$18.6K 0.02%
+275
163
$18.1K 0.02%
497
164
$17.3K 0.01%
650
165
$15.2K 0.01%
100
-7,580
166
$14.2K 0.01%
100
167
$14.2K 0.01%
157
168
$13.8K 0.01%
+85
169
$13.6K 0.01%
500
170
$13.5K 0.01%
125
171
$13.4K 0.01%
277
172
$12.9K 0.01%
300
173
$12.4K 0.01%
500
174
$11.9K 0.01%
1,400
175
$11.4K 0.01%
207
4 5 6
7
8