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
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$660K
3
+$419K
4
AMGN icon
Amgen
AMGN
+$224K
5
ALC icon
Alcon
ALC
+$203K

Top Sells

1
+$412K
2
+$293K
3
+$263K
4
NVS icon
Novartis
NVS
+$208K
5
DD icon
DuPont de Nemours
DD
+$109K

Sector Composition

1 Technology 18.74%
2 Consumer Discretionary 13.92%
3 Financials 12.56%
4 Industrials 11.8%
5 Healthcare 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12.4K 0.01%
400
202
$12.4K 0.01%
500
203
$12.4K 0.01%
205
204
$11.9K 0.01%
220
205
$11.6K 0.01%
800
206
$11.4K 0.01%
157
207
$11.2K 0.01%
440
208
$10.9K 0.01%
+140
209
$10.9K 0.01%
200
210
$10.8K 0.01%
500
211
$10.6K 0.01%
833
212
$10.4K 0.01%
250
213
$10.1K 0.01%
+341
214
$9.6K 0.01%
350
-300
215
$9.46K 0.01%
250
216
$9.07K 0.01%
750
217
$8.66K 0.01%
211
218
$8.64K 0.01%
58
219
$8.11K 0.01%
50
220
$7.63K 0.01%
140
221
$7.51K 0.01%
400
222
$7.4K 0.01%
525
223
$7.27K 0.01%
100
224
$6.62K 0.01%
641
225
$6.55K 0.01%
100
6 7 8
9
10