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
901
$9K ﹤0.01%
+364
902
$9K ﹤0.01%
+178
903
$9K ﹤0.01%
+218
904
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+135
905
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906
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907
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908
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909
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910
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911
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912
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913
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914
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915
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916
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917
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918
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919
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+102
920
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921
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922
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923
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+517
924
$9K ﹤0.01%
+139
925
$9K ﹤0.01%
+242