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CIA

CSat Investment Advisory Portfolio holdings

AUM $119M
1-Year Est. Return 77.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+77.51%
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
+$3.52M
2
+$3.15M
3
+$2.9M
4
BBBY
Bed Bath & Beyond
BBBY
+$1.89M
5
MSFT icon
Microsoft
MSFT
+$1.86M

Top Sells

1
+$2.17M
2
+$1.44M
3
+$929K
4
INTC icon
Intel
INTC
+$820K
5
TSM icon
TSMC
TSM
+$721K

Sector Composition

1 Technology 22.1%
2 Financials 17.63%
3 Consumer Discretionary 16.38%
4 Communication Services 13.31%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$12K 0.01%
+478
827
$12K 0.01%
+1,062
828
$12K 0.01%
+213
829
$12K 0.01%
+106
830
$12K 0.01%
+257
831
$12K 0.01%
+237
832
$12K 0.01%
+117
833
$11K 0.01%
+146
834
$11K 0.01%
+154
835
$11K 0.01%
+224
836
$11K 0.01%
+78
837
$11K 0.01%
+53
838
$11K 0.01%
+161
839
$11K 0.01%
+105
840
$11K 0.01%
+94
841
$11K 0.01%
+273
842
$11K 0.01%
+266
843
$11K 0.01%
+267
844
$11K 0.01%
+225
845
$11K 0.01%
+109
846
$11K 0.01%
+138
847
$11K 0.01%
+73
848
$11K 0.01%
+30
849
$11K 0.01%
+211
850
$11K 0.01%
+296
32 33
34
35 36