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
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.16M
3
+$916K
4
CSX icon
CSX Corp
CSX
+$754K
5
STAG icon
STAG Industrial
STAG
+$716K

Top Sells

1
+$1.07M
2
+$698K
3
+$557K
4
AAPL icon
Apple
AAPL
+$458K
5
QCOM icon
Qualcomm
QCOM
+$196K

Sector Composition

1 Technology 24.01%
2 Industrials 15.43%
3 Consumer Discretionary 12.98%
4 Healthcare 11.74%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$47.8K 0.04%
800
152
$47.7K 0.04%
900
153
$47.4K 0.04%
535
154
$47.2K 0.04%
680
155
$45.3K 0.04%
400
156
$44.9K 0.04%
700
157
$44.6K 0.04%
890
158
$44K 0.04%
1,500
159
$43.8K 0.04%
700
160
$43.6K 0.04%
525
161
$42.9K 0.04%
1,050
-200
162
$38.6K 0.03%
200
163
$37.8K 0.03%
682
164
$37.2K 0.03%
646
165
$36.6K 0.03%
1,400
166
$34.9K 0.03%
650
167
$33.9K 0.03%
550
168
$32.9K 0.03%
600
169
$32.5K 0.03%
600
170
$32.4K 0.03%
242
171
$32.1K 0.03%
1,630
172
$31.3K 0.03%
740
173
$28.7K 0.02%
75
174
$26.5K 0.02%
325
175
$26.1K 0.02%
119
5 6
7
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