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CIA

Cascade Investment Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 24.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.01M
3
+$995K
4
NLSN
Nielsen Holdings plc
NLSN
+$922K
5
HBI
Hanesbrands
HBI
+$919K

Top Sells

1
+$2.41M
2
+$1.85M
3
+$1.6M
4
AGCO icon
AGCO
AGCO
+$1.45M
5
CAT icon
Caterpillar
CAT
+$672K

Sector Composition

1 Consumer Discretionary 18.67%
2 Technology 14.63%
3 Financials 13.24%
4 Real Estate 10.54%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
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