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
$239M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$10.1M
3 +$9.54M
4
NFLX icon
Netflix
NFLX
+$1.43M
5
MAR icon
Marriott International
MAR
+$1.41M

Top Sells

1 +$8.32M
2 +$6.95M
3 +$6.88M

Sector Composition

1 Consumer Staples 25.66%
2 Consumer Discretionary 23.9%
3 Communication Services 23.01%
4 Financials 8.86%
5 Healthcare 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-58,062