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
$125M
AUM Growth
-$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.03M
3 +$785K
4
VFC icon
VF Corp
VFC
+$690K
5
HBI icon
Hanesbrands
HBI
+$665K

Top Sells

1 +$4.19M
2 +$3.28M
3 +$2.36M
4
XYZ
Block Inc
XYZ
+$1.67M
5
IBM icon
IBM
IBM
+$1.32M

Sector Composition

1 Technology 30.72%
2 Consumer Discretionary 17.05%
3 Financials 16.43%
4 Communication Services 11%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
0
552
$0 ﹤0.01%
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