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
$159M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.14M
3
+$770K
4
CTRA icon
Coterra Energy
CTRA
+$663K
5
LOW icon
Lowe's Companies
LOW
+$429K

Top Sells

1
+$1.18M
2
+$1.17M
3
+$1.01M
4
TBRG icon
TruBridge
TBRG
+$927K
5
INFY icon
Infosys
INFY
+$411K

Sector Composition

1 Technology 23.48%
2 Industrials 11.22%
3 Healthcare 11.19%
4 Consumer Discretionary 11.11%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36.1K 0.02%
2,895
177
$34.8K 0.02%
1,058
+232
178
$34.6K 0.02%
100
179
$34.5K 0.02%
183
180
$33.7K 0.02%
500
181
$33.5K 0.02%
727
182
$32.2K 0.02%
143
183
$31.9K 0.02%
1,300
184
$31.2K 0.02%
88
185
$31.2K 0.02%
120
186
$29.9K 0.02%
500
-100
187
$28.4K 0.02%
75
188
$27.8K 0.02%
200
189
$27.5K 0.02%
119
190
$27.1K 0.02%
175
191
$26.6K 0.02%
125
192
$26K 0.02%
400
193
$25.9K 0.02%
235
194
$25.3K 0.02%
420
195
$24.5K 0.02%
100
196
$24.1K 0.02%
300
197
$24K 0.02%
920
198
$23.7K 0.01%
65
199
$23.3K 0.01%
75
+10
200
$22.9K 0.01%
200
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