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
826
$12K ﹤0.01%
+212
827
$12K ﹤0.01%
+213
828
$12K ﹤0.01%
+106
829
$12K ﹤0.01%
+257
830
$12K ﹤0.01%
+237
831
$12K ﹤0.01%
+117
832
$12K ﹤0.01%
+232
833
$11K ﹤0.01%
+224
834
$11K ﹤0.01%
+146
835
$11K ﹤0.01%
+73
836
$11K ﹤0.01%
+30
837
$11K ﹤0.01%
+211
838
$11K ﹤0.01%
+296
839
$11K ﹤0.01%
+154
840
$11K ﹤0.01%
+434
841
$11K ﹤0.01%
+266
842
$11K ﹤0.01%
+201
843
$11K ﹤0.01%
+848
844
$11K ﹤0.01%
+137
845
$11K ﹤0.01%
+61
846
$11K ﹤0.01%
+148
847
$11K ﹤0.01%
+101
848
$11K ﹤0.01%
+146
849
$11K ﹤0.01%
+78
850
$11K ﹤0.01%
+53
32 33
34
35 36