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
$117M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$5.7M
2 +$3.84M
3 +$3.28M
4
INTC icon
Intel
INTC
+$2.83M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.94%
2 Technology 14.73%
3 Industrials 14.11%
4 Financials 12.67%
5 Real Estate 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$979 ﹤0.01%
+8
202
$756 ﹤0.01%
+50
203
$742 ﹤0.01%
+50