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
$131M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$916K
2 +$756K
3 +$720K
4
CFG icon
Citizens Financial Group
CFG
+$574K
5
HSII icon
Heidrick & Struggles
HSII
+$550K

Top Sells

1 +$5.46M
2 +$679K
3 +$506K
4
WELL icon
Welltower
WELL
+$442K
5
WMT icon
Walmart
WMT
+$321K

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 13.32%
3 Financials 13.16%
4 Industrials 11.52%
5 Healthcare 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$25.2K 0.02%
120
177
$25.1K 0.02%
125
178
$24.9K 0.02%
200
179
$23.7K 0.02%
1,450
-875
180
$23.5K 0.02%
119
181
$23.4K 0.02%
100
182
$23.1K 0.02%
183
183
$22.9K 0.02%
500
184
$22.8K 0.02%
1,140
185
$22K 0.02%
100
186
$21.5K 0.02%
375
187
$21.2K 0.02%
260
-150
188
$19.6K 0.02%
200
189
$19.5K 0.01%
497
190
$18.9K 0.01%
200
191
$17.4K 0.01%
920
192
$17.4K 0.01%
700
193
$17.4K 0.01%
75
194
$17.3K 0.01%
275
195
$17K 0.01%
200
196
$16.8K 0.01%
100
197
$16.8K 0.01%
300
198
$16.7K 0.01%
150
199
$16K 0.01%
600
200
$15.6K 0.01%
277