CIA
Cascade Investment Advisors Portfolio holdings
AUM
$156M
This Quarter Return
+6.73%
1 Year Return
+14.86%
3 Year Return
+60.28%
5 Year Return
+129.27%
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+5.1%)
Cap. Flow
+$1.83M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
18.99%
Holding
240
New
131
Increased
43
Reduced
54
Closed
5
Top Buys
| 1 |
Ball Corp
BALL
|
$1.26M |
| 2 |
Tesla
TSLA
|
$1.23M |
| 3 |
Sonoco
SON
|
$968K |
| 4 |
Nutrien
NTR
|
$887K |
| 5 |
PACCAR
PCAR
|
$622K |
Top Sells
| 1 |
Raymond James Financial
RJF
|
$1.3M |
| 2 |
Zions Bancorporation
ZION
|
$1.28M |
| 3 |
Snap-on
SNA
|
$1.19M |
| 4 |
Sensata Technologies
ST
|
$1.16M |
| 5 |
Magna International
MGA
|
$934K |
Sector Composition
| 1 | Technology | 21.98% |
| 2 | Consumer Discretionary | 14.63% |
| 3 | Industrials | 12.91% |
| 4 | Financials | 10.98% |
| 5 | Real Estate | 9.18% |
