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
$218M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.2M
3
+$2.98M
4
BBBY
Bed Bath & Beyond
BBBY
+$2.06M
5
MSFT icon
Microsoft
MSFT
+$1.96M

Top Sells

1
+$2.31M
2
+$1.59M
3
+$971K
4
INTC icon
Intel
INTC
+$791K
5
TSM icon
TSMC
TSM
+$686K

Sector Composition

1 Technology 22.13%
2 Financials 17.63%
3 Consumer Discretionary 16.38%
4 Communication Services 13.3%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$62K 0.02%
507
+426
402
$62K 0.02%
743
+386
403
$62K 0.02%
663
+350
404
$62K 0.02%
313
+259
405
$62K 0.02%
641
+512
406
$62K 0.02%
236
+174
407
$62K 0.02%
3,702
+1,108
408
$61K 0.02%
546
+262
409
$61K 0.02%
511
+401
410
$61K 0.02%
600
+500
411
$61K 0.02%
1,018
+660
412
$61K 0.02%
+850
413
$61K 0.02%
1,297
+839
414
$61K 0.02%
862
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415
$60K 0.02%
1,085
+399
416
$60K 0.02%
1,037
+458
417
$60K 0.02%
124
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418
$60K 0.02%
476
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419
$59K 0.02%
555
-2
420
$59K 0.02%
1,452
+880
421
$59K 0.02%
500
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422
$59K 0.02%
515
+148
423
$59K 0.02%
681
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424
$59K 0.02%
541
+410
425
$59K 0.02%
211
+146
15 16
17
18 19