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
651
$26K 0.01%
+1,489
652
$26K 0.01%
+2,088
653
$26K 0.01%
+253
654
$26K 0.01%
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655
$25K 0.01%
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656
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657
$25K 0.01%
892
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658
$25K 0.01%
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659
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660
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$24K 0.01%
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664
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666
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668
$23K 0.01%
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$23K 0.01%
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$22K 0.01%
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672
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675
$22K 0.01%
+81
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