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
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.16M
3 +$916K
4
CSX icon
CSX Corp
CSX
+$754K
5
STAG icon
STAG Industrial
STAG
+$716K

Top Sells

1 +$1.07M
2 +$698K
3 +$557K
4
AAPL icon
Apple
AAPL
+$458K
5
QCOM icon
Qualcomm
QCOM
+$196K

Sector Composition

1 Technology 24.01%
2 Industrials 15.43%
3 Consumer Discretionary 12.98%
4 Healthcare 11.74%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$14.1K 0.01%
50
202
$14K 0.01%
+894
203
$13.9K 0.01%
300
204
$13.7K 0.01%
156
205
$13.3K 0.01%
400
206
$13.1K 0.01%
220
207
$12.9K 0.01%
206
208
$12.6K 0.01%
413
209
$12.2K 0.01%
750
210
$11.9K 0.01%
1,000
211
$11.7K 0.01%
190
212
$11.6K 0.01%
100
213
$11.2K 0.01%
200
214
$11.2K 0.01%
833
215
$10.9K 0.01%
+407
216
$10.7K 0.01%
50
+40
217
$10.5K 0.01%
277
218
$10.3K 0.01%
75
219
$9.86K 0.01%
800
220
$9.41K 0.01%
58
221
$9.4K 0.01%
275
222
$9.35K 0.01%
30
223
$9.11K 0.01%
250
224
$8.9K 0.01%
250
225
$8.85K 0.01%
500