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
$106M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.12M
3
+$937K
4
TSN icon
Tyson Foods
TSN
+$926K
5
LPX icon
Louisiana-Pacific
LPX
+$698K

Top Sells

1
+$7.24M
2
+$1.27M
3
+$908K
4
USB icon
US Bancorp
USB
+$798K
5
ZBRA icon
Zebra Technologies
ZBRA
+$714K

Sector Composition

1 Technology 24.41%
2 Industrials 13.45%
3 Consumer Discretionary 13.05%
4 Healthcare 12.89%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.9K 0.01%
275
202
$11.8K 0.01%
220
203
$11.8K 0.01%
+200
204
$11.7K 0.01%
50
205
$11.7K 0.01%
+206
206
$11.5K 0.01%
100
207
$11.3K 0.01%
190
208
$10.7K 0.01%
500
209
$10.7K 0.01%
350
+100
210
$10.4K 0.01%
277
211
$10.4K 0.01%
833
212
$10.1K 0.01%
75
-25
213
$9.78K 0.01%
800
214
$9.58K 0.01%
22
215
$9.37K 0.01%
500
216
$9.18K 0.01%
+413
217
$8.85K 0.01%
+30
218
$8.32K 0.01%
700
219
$8.3K 0.01%
58
220
$8.13K 0.01%
+50
221
$7.96K 0.01%
150
222
$7.89K 0.01%
+250
223
$7.78K 0.01%
815
-120
224
$7.55K 0.01%
250
225
$7K 0.01%
300
7 8
9
10 11