CIA
CSat Investment Advisory Portfolio holdings
AUM
$119M
1-Year Est. Return
61.18%
1 Year Est. Return
+61.18%
AUM
$230M
AUM Growth
+$12.4M
(+5.7%)
Holding
1,085
Top Buys
| 1 | +$1.41M | |
| 2 | +$1.28M | |
| 3 | +$1.13M | |
| 4 |
Intercontinental Exchange
ICE
|
+$984K |
| 5 |
Meta Platforms (Facebook)
META
|
+$600K |
Top Sells
| 1 | +$1.7M | |
| 2 | +$1.38M | |
| 3 | +$1.05M | |
| 4 |
Hershey
HSY
|
+$701K |
| 5 |
TSMC
TSM
|
+$668K |
Sector Composition
| 1 | Technology | 20.65% |
| 2 | Financials | 19.23% |
| 3 | Consumer Discretionary | 14.43% |
| 4 | Communication Services | 13.87% |
| 5 | Industrials | 8.11% |