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
$106M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.12M
3
+$937K
4
TSN icon
Tyson Foods
TSN
+$926K
5
LPX icon
Louisiana-Pacific
LPX
+$698K

Top Sells

1
+$7.24M
2
+$1.27M
3
+$908K
4
USB icon
US Bancorp
USB
+$798K
5
ZBRA icon
Zebra Technologies
ZBRA
+$714K

Sector Composition

1 Technology 24.41%
2 Industrials 13.45%
3 Consumer Discretionary 13.05%
4 Healthcare 12.89%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21.7K 0.02%
183
177
$21.6K 0.02%
120
178
$21.5K 0.02%
235
179
$20.3K 0.02%
125
180
$20.3K 0.02%
65
181
$20.2K 0.02%
200
182
$20K 0.02%
375
183
$19K 0.02%
500
184
$18K 0.02%
100
185
$17.5K 0.02%
497
186
$16.9K 0.02%
600
187
$16.3K 0.02%
975
188
$16.2K 0.02%
200
189
$15.5K 0.01%
1,000
-1,000
190
$15.3K 0.01%
156
+56
191
$15.2K 0.01%
500
-500
192
$15K 0.01%
920
193
$14.4K 0.01%
440
194
$14.2K 0.01%
125
195
$13.8K 0.01%
205
196
$13.8K 0.01%
65
197
$13.4K 0.01%
300
198
$12.9K 0.01%
400
199
$12.6K 0.01%
750
200
$12.4K 0.01%
200
6 7
8
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