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
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$660K
3
+$419K
4
AMGN icon
Amgen
AMGN
+$224K
5
ALC icon
Alcon
ALC
+$203K

Top Sells

1
+$412K
2
+$293K
3
+$263K
4
NVS icon
Novartis
NVS
+$208K
5
DD icon
DuPont de Nemours
DD
+$109K

Sector Composition

1 Technology 18.74%
2 Consumer Discretionary 13.92%
3 Financials 12.56%
4 Industrials 11.8%
5 Healthcare 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37.2K 0.03%
1,300
152
$36.2K 0.03%
650
153
$36.1K 0.03%
350
154
$36.1K 0.03%
+1,000
155
$35K 0.03%
242
156
$34.9K 0.03%
+2,000
157
$34.9K 0.03%
410
158
$34.8K 0.03%
680
159
$34.7K 0.03%
300
160
$33.2K 0.03%
600
161
$32.7K 0.03%
90
162
$32.4K 0.03%
325
-50
163
$32.1K 0.03%
778
164
$31.8K 0.03%
+600
165
$30.2K 0.03%
200
166
$29.1K 0.02%
+500
167
$28.9K 0.02%
550
168
$26.6K 0.02%
200
169
$25.6K 0.02%
235
170
$24.7K 0.02%
119
171
$24.7K 0.02%
+1,320
172
$24.7K 0.02%
120
173
$24.3K 0.02%
125
-25
174
$23K 0.02%
200
175
$22.8K 0.02%
375
5 6
7
8 9