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
$159M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$1.14M
3 +$770K
4
CTRA icon
Coterra Energy
CTRA
+$663K
5
LOW icon
Lowe's Companies
LOW
+$429K

Top Sells

1 +$1.18M
2 +$1.17M
3 +$1.01M
4
TBRG icon
TruBridge
TBRG
+$927K
5
INFY icon
Infosys
INFY
+$411K

Sector Composition

1 Technology 23.48%
2 Industrials 11.22%
3 Healthcare 11.19%
4 Consumer Discretionary 11.11%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$21.9K 0.01%
375
202
$21K 0.01%
300
203
$20.1K 0.01%
413
204
$19.8K 0.01%
220
205
$18.8K 0.01%
65
206
$18.4K 0.01%
440
207
$18.4K 0.01%
205
208
$17.6K 0.01%
156
209
$16.9K 0.01%
200
210
$16.8K 0.01%
100
211
$16K 0.01%
950
212
$15.6K 0.01%
500
213
$15.6K 0.01%
200
214
$15.4K 0.01%
277
215
$15.2K 0.01%
833
216
$14.7K 0.01%
250
217
$14.4K 0.01%
75
218
$13.8K 0.01%
58
219
$13.4K 0.01%
275
220
$13K 0.01%
800
221
$12.4K 0.01%
750
222
$12K 0.01%
30
223
$11.9K 0.01%
250
224
$11.4K 0.01%
97
225
$11.2K 0.01%
157