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
851
$11K ﹤0.01%
+161
852
$11K ﹤0.01%
+105
853
$11K ﹤0.01%
+94
854
$11K ﹤0.01%
+505
855
$11K ﹤0.01%
+438
856
$11K ﹤0.01%
+224
857
$11K ﹤0.01%
+176
858
$11K ﹤0.01%
+312
859
$11K ﹤0.01%
+273
860
$11K ﹤0.01%
+266
861
$11K ﹤0.01%
+267
862
$11K ﹤0.01%
+225
863
$11K ﹤0.01%
+109
864
$11K ﹤0.01%
+138
865
$10K ﹤0.01%
+1,583
866
$10K ﹤0.01%
+69
867
$10K ﹤0.01%
+124
868
$10K ﹤0.01%
+281
869
$10K ﹤0.01%
+49
870
$10K ﹤0.01%
+77
871
$10K ﹤0.01%
+88
872
$10K ﹤0.01%
+193
873
$10K ﹤0.01%
+240
874
$10K ﹤0.01%
+147
875
$10K ﹤0.01%
+858
33 34
35
36 37