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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
976
$8K ﹤0.01%
+217
977
$8K ﹤0.01%
+579
978
$8K ﹤0.01%
+195
979
$8K ﹤0.01%
+184
980
$8K ﹤0.01%
+201
981
$8K ﹤0.01%
+237
982
$7K ﹤0.01%
+67
983
$7K ﹤0.01%
+318
984
$7K ﹤0.01%
+209
985
$7K ﹤0.01%
+421
986
$7K ﹤0.01%
+76
987
$7K ﹤0.01%
+198
988
$7K ﹤0.01%
+124
989
$7K ﹤0.01%
+183
990
$7K ﹤0.01%
+201
991
$7K ﹤0.01%
+64
992
$7K ﹤0.01%
+79
993
$7K ﹤0.01%
+6
994
$7K ﹤0.01%
+269
995
$7K ﹤0.01%
+385
996
$7K ﹤0.01%
+187
997
$7K ﹤0.01%
+50
998
$7K ﹤0.01%
+121
999
$7K ﹤0.01%
+359
1000
$7K ﹤0.01%
+157
38 39
40
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