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
$114M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.02M
3
+$927K
4
HBI
Hanesbrands
HBI
+$900K
5
NLSN
Nielsen Holdings plc
NLSN
+$890K

Top Sells

1
+$2.63M
2
+$1.85M
3
+$1.6M
4
AGCO icon
AGCO
AGCO
+$1.45M
5
CAT icon
Caterpillar
CAT
+$659K

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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