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
551
$47K 0.02%
395
+167
552
$47K 0.02%
1,198
+562
553
$47K 0.02%
319
+50
554
$47K 0.02%
876
+438
555
$47K 0.02%
1,512
-19,905
556
$47K 0.02%
388
+191
557
$47K 0.02%
614
+177
558
$47K 0.02%
280
+71
559
$47K 0.02%
2,145
+680
560
$47K 0.02%
884
+412
561
$47K 0.02%
1,038
+518
562
$47K 0.02%
362
+154
563
$47K 0.02%
329
+88
564
$47K 0.02%
+374
565
$47K 0.02%
637
+347
566
$47K 0.02%
386
+155
567
$47K 0.02%
796
+410
568
$47K 0.02%
366
+161
569
$46K 0.02%
627
+372
570
$46K 0.02%
+830
571
$46K 0.02%
2,123
+1,185
572
$46K 0.02%
1,117
+871
573
$46K 0.02%
527
+30
574
$46K 0.02%
714
+324
575
$46K 0.02%
3,934
+1,932
21 22
23
24 25