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
$130M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$872K
3
+$791K
4
NSIT icon
Insight Enterprises
NSIT
+$702K
5
CAT icon
Caterpillar
CAT
+$581K

Top Sells

1
+$345K
2
+$281K
3
+$265K
4
TGT icon
Target
TGT
+$218K
5
HIMX
Himax Technologies
HIMX
+$196K

Sector Composition

1 Technology 22.18%
2 Consumer Discretionary 12.81%
3 Financials 12.2%
4 Industrials 11.85%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26.6K 0.02%
235
177
$26.4K 0.02%
125
178
$26K 0.02%
120
179
$25.6K 0.02%
119
180
$23.9K 0.02%
200
181
$23.6K 0.02%
+650
182
$22.7K 0.02%
82
+60
183
$22.5K 0.02%
375
184
$22.3K 0.02%
100
185
$21.6K 0.02%
1,140
-180
186
$21.4K 0.02%
500
187
$21.3K 0.02%
183
188
$20.4K 0.02%
400
+150
189
$19.6K 0.02%
100
190
$18.9K 0.01%
500
191
$18.8K 0.01%
200
192
$18.3K 0.01%
200
193
$18.3K 0.01%
497
194
$18.2K 0.01%
275
195
$17.5K 0.01%
300
196
$16.6K 0.01%
700
197
$16.5K 0.01%
200
198
$16.4K 0.01%
100
199
$16.2K 0.01%
+600
200
$16K 0.01%
920
6 7
8
9 10