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
$176M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.2M
3
+$1.09M
4
FDX icon
FedEx
FDX
+$1.07M
5
BBBY
Bed Bath & Beyond
BBBY
+$1.05M

Top Sells

1
+$8.39M
2
+$4.85M
3
+$2.02M
4
INFY icon
Infosys
INFY
+$1.74M
5
WIT icon
Wipro
WIT
+$1.44M

Sector Composition

1 Technology 37.56%
2 Financials 16.2%
3 Consumer Discretionary 15.38%
4 Communication Services 12.35%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
285
+35
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$20K 0.01%
487
+27
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$20K 0.01%
715
+129
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$19K 0.01%
342
-55
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$19K 0.01%
94
+4
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$19K 0.01%
156
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$19K 0.01%
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+60
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959
+375
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+50
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$19K 0.01%
1,065
-140
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$19K 0.01%
381
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$18K 0.01%
98
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$18K 0.01%
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$18K 0.01%
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269
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$18K 0.01%
107
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249
$17K 0.01%
244
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250
$17K 0.01%
173
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