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
$134M
AUM Growth
+$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.46M
3
+$1.31M
4
C icon
Citigroup
C
+$1.21M
5
SWK icon
Stanley Black & Decker
SWK
+$1.2M

Top Sells

1
+$1.68M
2
+$1.45M
3
+$1.13M
4
LEG icon
Leggett & Platt
LEG
+$929K
5
AUDC icon
AudioCodes
AUDC
+$625K

Sector Composition

1 Technology 22.26%
2 Consumer Discretionary 17.06%
3 Industrials 12.54%
4 Real Estate 9.78%
5 Financials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
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