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
776
$14K ﹤0.01%
+105
777
$14K ﹤0.01%
+339
778
$14K ﹤0.01%
+629
779
$14K ﹤0.01%
+125
780
$14K ﹤0.01%
+147
781
$14K ﹤0.01%
+404
782
$14K ﹤0.01%
+130
783
$14K ﹤0.01%
+1,238
784
$14K ﹤0.01%
+104
785
$14K ﹤0.01%
+113
786
$13K ﹤0.01%
+340
787
$13K ﹤0.01%
+276
788
$13K ﹤0.01%
+291
789
$13K ﹤0.01%
+173
790
$13K ﹤0.01%
+222
791
$13K ﹤0.01%
+241
792
$13K ﹤0.01%
+283
793
$13K ﹤0.01%
+317
794
$13K ﹤0.01%
+373
795
$13K ﹤0.01%
+250
796
$13K ﹤0.01%
+315
797
$13K ﹤0.01%
+203
798
$13K ﹤0.01%
+182
799
$13K ﹤0.01%
+222
800
$13K ﹤0.01%
+70
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