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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.84M
3
+$3.28M
4
INTC icon
Intel
INTC
+$2.83M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.94%
2 Technology 14.73%
3 Industrials 14.11%
4 Financials 12.67%
5 Real Estate 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.18K ﹤0.01%
+200
177
$3.81K ﹤0.01%
+155
178
$3.54K ﹤0.01%
+225
179
$3.26K ﹤0.01%
+50
180
$3.22K ﹤0.01%
+216
181
$3.09K ﹤0.01%
+80
182
$3.02K ﹤0.01%
+50
183
$2.72K ﹤0.01%
+35
184
$2.67K ﹤0.01%
+275
185
$2.59K ﹤0.01%
+30
186
$2.5K ﹤0.01%
+63
187
$2.46K ﹤0.01%
+80
188
$2.4K ﹤0.01%
+20
189
$2.28K ﹤0.01%
+50
190
$2.21K ﹤0.01%
+100
191
$2.11K ﹤0.01%
+15
192
$1.94K ﹤0.01%
+82
193
$1.93K ﹤0.01%
+3
194
$1.74K ﹤0.01%
+30
195
$1.73K ﹤0.01%
+60
196
$1.59K ﹤0.01%
+25
197
$1.45K ﹤0.01%
+100
198
$1.37K ﹤0.01%
+50
199
$1.26K ﹤0.01%
+24
200
$1.16K ﹤0.01%
+86
5 6 7
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