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
$112M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$864K
3
+$574K
4
BMY icon
Bristol-Myers Squibb
BMY
+$327K
5
AR icon
Antero Resources
AR
+$143K

Top Sells

1
+$671K
2
+$550K
3
+$314K
4
GSK icon
GSK
GSK
+$310K
5
ACA icon
Arcosa
ACA
+$290K

Sector Composition

1 Technology 18.8%
2 Consumer Discretionary 13.21%
3 Industrials 12.03%
4 Financials 11.93%
5 Healthcare 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.3K 0.01%
300
177
$16K 0.01%
250
178
$16K 0.01%
1,450
-100
179
$15.9K 0.01%
200
180
$15.6K 0.01%
150
181
$14.6K 0.01%
250
-50
182
$14.4K 0.01%
700
183
$13.5K 0.01%
100
184
$13.5K 0.01%
500
185
$13.1K 0.01%
305
-5
186
$12.9K 0.01%
277
187
$12.7K 0.01%
400
188
$12.5K 0.01%
279
189
$12.3K 0.01%
75
190
$12.2K 0.01%
100
191
$11.6K 0.01%
205
192
$11.5K 0.01%
157
193
$11.5K 0.01%
440
194
$11.4K 0.01%
65
195
$11.2K 0.01%
125
196
$11.1K 0.01%
220
197
$10.7K 0.01%
200
198
$10.3K 0.01%
833
199
$10.2K 0.01%
500
200
$10.2K 0.01%
250
6 7
8
9 10