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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
951
$8K ﹤0.01%
+168
952
$8K ﹤0.01%
+104
953
$8K ﹤0.01%
+74
954
$8K ﹤0.01%
+90
955
$8K ﹤0.01%
+228
956
$8K ﹤0.01%
+261
957
$8K ﹤0.01%
+165
958
$8K ﹤0.01%
+159
959
$8K ﹤0.01%
+45
960
$8K ﹤0.01%
+70
961
$8K ﹤0.01%
+79
962
$8K ﹤0.01%
+186
963
$8K ﹤0.01%
+268
964
$8K ﹤0.01%
+123
965
$8K ﹤0.01%
+285
966
$8K ﹤0.01%
+2
967
$8K ﹤0.01%
+157
968
$8K ﹤0.01%
+163
969
$8K ﹤0.01%
+782
970
$8K ﹤0.01%
+99
971
$8K ﹤0.01%
+80
972
$8K ﹤0.01%
+121
973
$8K ﹤0.01%
+170
974
$8K ﹤0.01%
+361
975
$8K ﹤0.01%
249
-1,299
37 38
39
40 41