CIA
Cascade Investment Advisors Portfolio holdings
AUM
$156M
This Quarter Return
+18.84%
1 Year Return
+14.86%
3 Year Return
+60.28%
5 Year Return
+129.27%
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+16%)
Cap. Flow
-$320K
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
18.44%
Holding
268
New
13
Increased
65
Reduced
52
Closed
13
Top Buys
| 1 |
Raymond James Financial
RJF
|
$1.4M |
| 2 |
Quest Diagnostics
DGX
|
$1.26M |
| 3 |
MDU Resources
MDU
|
$1.19M |
| 4 |
Dollar Tree
DLTR
|
$1.08M |
| 5 |
Oracle
ORCL
|
$554K |
Top Sells
| 1 |
KSU
Kansas City Southern
KSU
|
$1.56M |
| 2 |
HDS
HD Supply Holdings, Inc.
HDS
|
$1.27M |
| 3 |
SolarEdge
SEDG
|
$1.2M |
| 4 |
Wells Fargo
WFC
|
$979K |
| 5 |
Delta Air Lines
DAL
|
$674K |
Sector Composition
| 1 | Technology | 24.13% |
| 2 | Consumer Discretionary | 13.27% |
| 3 | Industrials | 12.87% |
| 4 | Healthcare | 11.56% |
| 5 | Financials | 10.7% |
