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
$98.9M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$822K
3
+$761K
4
ACA icon
Arcosa
ACA
+$290K
5
OVV icon
Ovintiv
OVV
+$178K

Top Sells

1
+$1.06M
2
+$1.05M
3
+$962K
4
VYX icon
NCR Voyix
VYX
+$783K
5
HBI
Hanesbrands
HBI
+$718K

Sector Composition

1 Technology 18.55%
2 Consumer Discretionary 12.82%
3 Financials 12.43%
4 Industrials 11.67%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.3K 0.02%
+10
177
$15.1K 0.02%
497
178
$15K 0.02%
250
-188
179
$14.9K 0.02%
300
-183
180
$14.9K 0.02%
+200
181
$14.2K 0.01%
+150
182
$14.2K 0.01%
100
183
$13.5K 0.01%
+700
184
$12.7K 0.01%
100
185
$12.1K 0.01%
+100
186
$12K 0.01%
277
187
$11.4K 0.01%
310
-356
188
$11.3K 0.01%
+400
189
$11.2K 0.01%
500
190
$10.8K 0.01%
157
191
$10.4K 0.01%
125
192
$10.1K 0.01%
+65
193
$10.1K 0.01%
440
194
$10.1K 0.01%
500
195
$9.97K 0.01%
+200
196
$9.96K 0.01%
279
197
$9.94K 0.01%
+205
198
$9.57K 0.01%
+220
199
$9.28K 0.01%
250
200
$9.22K 0.01%
100
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8
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