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

Top Buys

1
+$1.28M
2
+$1.24M
3
+$1.18M
4
MSI icon
Motorola Solutions
MSI
+$1.14M
5
FDX icon
FedEx
FDX
+$1.07M

Top Sells

1
+$6.13M
2
+$3.78M
3
+$2.22M
4
INFY icon
Infosys
INFY
+$1.74M
5
WIT icon
Wipro
WIT
+$1.42M

Sector Composition

1 Technology 37.54%
2 Financials 16.2%
3 Consumer Discretionary 15.38%
4 Communication Services 12.36%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
285
+35
227
$20K 0.01%
487
+27
228
$20K 0.01%
715
+129
229
$19K 0.01%
342
-55
230
$19K 0.01%
94
+4
231
$19K 0.01%
156
+34
232
$19K 0.01%
585
+60
233
$19K 0.01%
959
+375
234
$19K 0.01%
172
+50
235
$19K 0.01%
288
-43
236
$19K 0.01%
1,065
-140
237
$19K 0.01%
150
+1
238
$19K 0.01%
381
+113
239
$18K 0.01%
98
+8
240
$18K 0.01%
265
-11
241
$18K 0.01%
199
+20
242
$18K 0.01%
778
+275
243
$18K 0.01%
848
+237
244
$18K 0.01%
174
-12
245
$18K 0.01%
450
-38
246
$18K 0.01%
269
-6
247
$18K 0.01%
107
+33
248
$18K 0.01%
230
+2
249
$17K 0.01%
501
+157
250
$17K 0.01%
252
8 9
10
11 12