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
1001
$7K ﹤0.01%
+113
1002
$7K ﹤0.01%
+393
1003
$7K ﹤0.01%
+218
1004
$7K ﹤0.01%
+295
1005
$7K ﹤0.01%
+111
1006
$7K ﹤0.01%
+359
1007
$7K ﹤0.01%
+157
1008
$7K ﹤0.01%
+423
1009
$7K ﹤0.01%
+165
1010
$6K ﹤0.01%
+137
1011
$6K ﹤0.01%
+136
1012
$6K ﹤0.01%
165
-1,569
1013
$6K ﹤0.01%
+73
1014
$6K ﹤0.01%
+211
1015
$6K ﹤0.01%
+130
1016
$6K ﹤0.01%
+362
1017
$6K ﹤0.01%
+317
1018
$6K ﹤0.01%
+124
1019
$6K ﹤0.01%
+82
1020
$6K ﹤0.01%
+72
1021
$6K ﹤0.01%
+173
1022
$6K ﹤0.01%
157
+149
1023
$6K ﹤0.01%
+409
1024
$6K ﹤0.01%
+196
1025
$6K ﹤0.01%
+165