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CIA

Cascade Investment Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 24.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.3M
3
+$991K
4
LAZ icon
Lazard
LAZ
+$741K
5
MDLZ icon
Mondelez International
MDLZ
+$675K

Top Sells

1
+$3.62M
2
+$2.05M
3
+$1.45M
4
JCI icon
Johnson Controls International
JCI
+$1.35M
5
CAT icon
Caterpillar
CAT
+$889K

Sector Composition

1 Technology 19.96%
2 Consumer Discretionary 14.07%
3 Industrials 13.53%
4 Financials 11.48%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
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