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
$118M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$857K
4
PCAR icon
PACCAR
PCAR
+$639K
5
UNFI icon
United Natural Foods
UNFI
+$628K

Top Sells

1
+$1.18M
2
+$1.16M
3
+$706K
4
NLSN
Nielsen Holdings plc
NLSN
+$665K
5
TUP
Tupperware Brands Corporation
TUP
+$547K

Sector Composition

1 Technology 20.46%
2 Industrials 12.91%
3 Consumer Discretionary 12.27%
4 Financials 11.18%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.3K 0.01%
279
177
$11.2K 0.01%
833
178
$10.8K 0.01%
+250
179
$10.4K 0.01%
65
180
$10.4K 0.01%
440
181
$9.46K 0.01%
100
182
$8.92K 0.01%
250
183
$8.86K 0.01%
800
+300
184
$7K 0.01%
107
-452
185
$6.88K 0.01%
100
186
$6.7K 0.01%
641
-135
187
$6.39K 0.01%
525
188
$5.94K 0.01%
22
189
$4.42K ﹤0.01%
100
190
$1.63K ﹤0.01%
+545
191
$925 ﹤0.01%
100
192
$564 ﹤0.01%
+26
193
$7 ﹤0.01%
+1
194
– –
-21,485
195
– –
-13,275
196
– –
-415
197
– –
-44,055
198
– –
-57,415
199
– –
-225
200
– –
-200
4 5 6 7
8