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
$120M
AUM Growth
+$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.17M
3 +$1.02M
4
APOG icon
Apogee Enterprises
APOG
+$960K
5
SBH icon
Sally Beauty Holdings
SBH
+$929K

Top Sells

1 +$1.63M
2 +$1.38M
3 +$1.32M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.31M
5
WGO icon
Winnebago Industries
WGO
+$987K

Sector Composition

1 Technology 19.55%
2 Consumer Discretionary 16.31%
3 Financials 13.08%
4 Industrials 11.14%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-25
177
-4,950
178
-9,030
179
-89,317
180
-24,390
181
-39,196
182
-5,415
183
-57,973
184
-13
185
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