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
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$660K
3
+$419K
4
AMGN icon
Amgen
AMGN
+$224K
5
ALC icon
Alcon
ALC
+$203K

Top Sells

1
+$412K
2
+$293K
3
+$263K
4
NVS icon
Novartis
NVS
+$208K
5
DD icon
DuPont de Nemours
DD
+$109K

Sector Composition

1 Technology 18.74%
2 Consumer Discretionary 13.92%
3 Financials 12.56%
4 Industrials 11.8%
5 Healthcare 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21.7K 0.02%
183
177
$21.5K 0.02%
100
178
$20.7K 0.02%
1,450
179
$19.4K 0.02%
200
180
$19.3K 0.02%
500
-500
181
$18.9K 0.02%
200
182
$18.6K 0.02%
500
183
$18.1K 0.02%
497
184
$17.6K 0.01%
275
185
$17.5K 0.01%
300
186
$17.4K 0.01%
100
187
$17.2K 0.01%
100
188
$17.1K 0.01%
200
189
$16.4K 0.01%
+920
190
$16.4K 0.01%
250
191
$15.8K 0.01%
150
192
$14.7K 0.01%
700
193
$13.8K 0.01%
250
194
$13.6K 0.01%
100
195
$13.6K 0.01%
277
196
$13.5K 0.01%
75
197
$13.3K 0.01%
100
198
$13.1K 0.01%
65
199
$12.7K 0.01%
125
200
$12.5K 0.01%
305
6 7
8
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