We are live on ! Find out more
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
251
$17K 0.01%
627
+7
252
$17K 0.01%
244
+44
253
$17K 0.01%
173
+9
254
$17K 0.01%
470
+102
255
$17K 0.01%
19
-5
256
$17K 0.01%
201
+58
257
$17K 0.01%
278
+81
258
$17K 0.01%
272
+41
259
$17K 0.01%
146
+5
260
$16K 0.01%
661
+215
261
$16K 0.01%
211
+42
262
$16K 0.01%
98
-2
263
$16K 0.01%
128
+67
264
$16K 0.01%
124
+27
265
$16K 0.01%
212
+8
266
$16K 0.01%
219
+55
267
$16K 0.01%
161
+2
268
$16K 0.01%
233
+69
269
$16K 0.01%
504
+197
270
$16K 0.01%
564
+200
271
$16K 0.01%
91
+30
272
$15K 0.01%
155
+53
273
$15K 0.01%
209
+36
274
$15K 0.01%
300
+41
275
$15K 0.01%
225
+60
9 10
11
12 13