CIA

CSat Investment Advisory Portfolio holdings

AUM $119M
1-Year Est. Return 61.18%
This Quarter Est. Return
1 Year Est. Return
+61.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1 +$8.68M
2 +$8.09M
3 +$6.8M
4
IBM icon
IBM
IBM
+$6.68M
5
AMD icon
Advanced Micro Devices
AMD
+$6.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.14%
2 Financials 17.76%
3 Consumer Discretionary 14.62%
4 Communication Services 13.34%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
+186
402
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403
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+83
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407
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408
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409
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410
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411
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412
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417
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420
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421
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422
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+112
423
$7K ﹤0.01%
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424
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+155
425
$7K ﹤0.01%
+56