CIA
Cascade Investment Advisors Portfolio holdings
AUM
$156M
This Quarter Return
+2.23%
1 Year Return
+14.86%
3 Year Return
+60.28%
5 Year Return
+129.27%
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(-2.9%)
Cap. Flow
-$7.38M
Cap. Flow
% of AUM
-6.48%
Top 10 Holdings %
Top 10 Hldgs %
22.95%
Holding
230
New
24
Increased
25
Reduced
85
Closed
65
Top Buys
| 1 |
Infosys
INFY
|
$1.07M |
| 2 |
Nucor
NUE
|
$1.02M |
| 3 |
Antero Resources
AR
|
$927K |
| 4 |
Hanesbrands
HBI
|
$900K |
| 5 |
NLSN
Nielsen Holdings plc
NLSN
|
$890K |
Top Sells
| 1 |
Apple
AAPL
|
$2.63M |
| 2 |
CSX Corp
CSX
|
$1.85M |
| 3 |
Deere & Co
DE
|
$1.6M |
| 4 |
AGCO
AGCO
|
$1.45M |
| 5 |
Hilton Worldwide
HLT
|
$1.42M |
Sector Composition
| 1 | Consumer Discretionary | 18.67% |
| 2 | Technology | 14.63% |
| 3 | Financials | 13.24% |
| 4 | Real Estate | 10.54% |
| 5 | Industrials | 10.21% |
