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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
851
$11K 0.01%
+434
852
$11K 0.01%
+266
853
$11K 0.01%
+201
854
$11K 0.01%
+848
855
$11K 0.01%
+137
856
$11K 0.01%
+61
857
$11K 0.01%
+148
858
$11K 0.01%
+101
859
$11K 0.01%
+146
860
$11K 0.01%
+505
861
$11K 0.01%
+438
862
$11K 0.01%
+224
863
$11K 0.01%
+176
864
$11K 0.01%
+312
865
$10K ﹤0.01%
+281
866
$10K ﹤0.01%
+49
867
$10K ﹤0.01%
+77
868
$10K ﹤0.01%
+88
869
$10K ﹤0.01%
+240
870
$10K ﹤0.01%
+147
871
$10K ﹤0.01%
+858
872
$10K ﹤0.01%
+88
873
$10K ﹤0.01%
+44
874
$10K ﹤0.01%
+481
875
$10K ﹤0.01%
+1,052
33 34
35
36 37