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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
901
$9K ﹤0.01%
+173
902
$9K ﹤0.01%
+102
903
$9K ﹤0.01%
+88
904
$9K ﹤0.01%
+573
905
$9K ﹤0.01%
+234
906
$9K ﹤0.01%
+91
907
$9K ﹤0.01%
+102
908
$9K ﹤0.01%
+101
909
$9K ﹤0.01%
+517
910
$9K ﹤0.01%
+139
911
$9K ﹤0.01%
+242
912
$9K ﹤0.01%
+188
913
$9K ﹤0.01%
+292
914
$9K ﹤0.01%
+55
915
$9K ﹤0.01%
+794
916
$9K ﹤0.01%
+87
917
$9K ﹤0.01%
+113
918
$9K ﹤0.01%
+894
919
$9K ﹤0.01%
+166
920
$9K ﹤0.01%
+187
921
$9K ﹤0.01%
+281
922
$9K ﹤0.01%
+298
923
$9K ﹤0.01%
+89
924
$9K ﹤0.01%
+123
925
$9K ﹤0.01%
+16
35 36
37
38 39