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
$127M
AUM Growth
+$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.24M
3
+$1.06M
4
PSA icon
Public Storage
PSA
+$1.02M
5
DAL icon
Delta Air Lines
DAL
+$1.01M

Top Sells

1
+$2.06M
2
+$1.71M
3
+$1.55M
4
AFL icon
Aflac
AFL
+$1.44M
5
RYN icon
Rayonier
RYN
+$1.4M

Sector Composition

1 Technology 21.83%
2 Consumer Discretionary 15.89%
3 Industrials 14.87%
4 Financials 10.61%
5 Healthcare 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.5K 0.01%
279
177
$11.1K 0.01%
+158
178
$10.8K 0.01%
440
-60
179
$10.4K 0.01%
150
180
$9.97K 0.01%
150
181
$9.85K 0.01%
+833
182
$9.38K 0.01%
65
183
$8.91K 0.01%
+100
184
$8.53K 0.01%
+100
185
$7.73K 0.01%
150
186
$7.7K 0.01%
+100
187
$6.95K 0.01%
+200
188
$6.22K ﹤0.01%
+525
189
$6.2K ﹤0.01%
+50
190
$5.29K ﹤0.01%
+150
191
$5.16K ﹤0.01%
100
192
$4.91K ﹤0.01%
+75
193
$4.66K ﹤0.01%
450
194
$4.36K ﹤0.01%
70
195
$4.08K ﹤0.01%
75
196
$4K ﹤0.01%
+216
197
$3.99K ﹤0.01%
40
198
$3.88K ﹤0.01%
+50
199
$3.77K ﹤0.01%
+100
200
$3.11K ﹤0.01%
100
-33,150
5 6 7
8
9