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
$126M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.23M
3
+$968K
4
NTR icon
Nutrien
NTR
+$887K
5
SCHW icon
Charles Schwab
SCHW
+$404K

Top Sells

1
+$1.3M
2
+$1.28M
3
+$1.19M
4
ST icon
Sensata Technologies
ST
+$1.16M
5
MGA icon
Magna International
MGA
+$934K

Sector Composition

1 Technology 21.98%
2 Consumer Discretionary 14.63%
3 Industrials 11.73%
4 Financials 10.98%
5 Real Estate 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.6K 0.01%
+140
202
$14.1K 0.01%
+600
203
$14K 0.01%
+270
204
$13.8K 0.01%
+75
205
$13.7K 0.01%
+550
206
$12.6K 0.01%
+500
207
$12.3K 0.01%
+124
208
$11.7K 0.01%
+833
209
$11.5K 0.01%
+20
210
$11.5K 0.01%
+58
211
$11.3K 0.01%
+52
212
$11.1K 0.01%
+97
213
$9.45K 0.01%
+277
214
$9.12K 0.01%
+500
215
$8.84K 0.01%
250
-26,084
216
$8.79K 0.01%
+725
217
$8.63K 0.01%
+100
218
$7.66K 0.01%
+25
219
$7K 0.01%
75
-13,905
220
$6.82K 0.01%
+157
221
$5.83K ﹤0.01%
+35
222
$5.27K ﹤0.01%
+150
223
$3.85K ﹤0.01%
+10
224
$3.46K ﹤0.01%
+189
225
$2.33K ﹤0.01%
+400
6 7 8
9
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