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
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.16M
3 +$916K
4
CSX icon
CSX Corp
CSX
+$754K
5
STAG icon
STAG Industrial
STAG
+$716K

Top Sells

1 +$1.07M
2 +$698K
3 +$557K
4
AAPL icon
Apple
AAPL
+$458K
5
QCOM icon
Qualcomm
QCOM
+$196K

Sector Composition

1 Technology 24.01%
2 Industrials 15.43%
3 Consumer Discretionary 12.98%
4 Healthcare 11.74%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$25.8K 0.02%
200
177
$25.8K 0.02%
727
178
$25.7K 0.02%
200
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$25.2K 0.02%
+1,300
180
$25.1K 0.02%
300
-224
181
$25K 0.02%
120
182
$23.7K 0.02%
183
183
$23.5K 0.02%
500
184
$23K 0.02%
235
185
$22.9K 0.02%
500
186
$22.6K 0.02%
375
187
$21.4K 0.02%
65
188
$20.9K 0.02%
125
189
$19.6K 0.02%
100
190
$19.4K 0.02%
200
191
$19.4K 0.02%
2,975
192
$18.7K 0.02%
497
193
$17K 0.01%
975
194
$16.8K 0.01%
600
195
$16.1K 0.01%
200
196
$15.7K 0.01%
920
197
$15.7K 0.01%
205
198
$15.5K 0.01%
65
199
$15.3K 0.01%
440
200
$14.3K 0.01%
125