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
801
$13K ﹤0.01%
+579
802
$13K ﹤0.01%
+194
803
$13K ﹤0.01%
+591
804
$12K ﹤0.01%
+326
805
$12K ﹤0.01%
+172
806
$12K ﹤0.01%
+128
807
$12K ﹤0.01%
+349
808
$12K ﹤0.01%
+397
809
$12K ﹤0.01%
+833
810
$12K ﹤0.01%
333
+316
811
$12K ﹤0.01%
+145
812
$12K ﹤0.01%
+176
813
$12K ﹤0.01%
+148
814
$12K ﹤0.01%
+147
815
$12K ﹤0.01%
+332
816
$12K ﹤0.01%
+139
817
$12K ﹤0.01%
+352
818
$12K ﹤0.01%
+75
819
$12K ﹤0.01%
+135
820
$12K ﹤0.01%
+478
821
$12K ﹤0.01%
+1,062
822
$12K ﹤0.01%
+546
823
$12K ﹤0.01%
+346
824
$12K ﹤0.01%
+322
825
$12K ﹤0.01%
+124
31 32
33
34 35